Kathleen A. Helminski

Manager, Client service and operations

Kathleen A. Helminski is the Manager of Client Service and Operations of Oak Family Advisors, LLC.

Kathy began working in the financial industry in 1976 in the Trust Department of Harris Trust and Savings Bank where she worked until 1982. She joined Bufka & Rodgers (now part of Mid-Continent Capital LLC) in 1988 and became an integral part of the operations staff for 25 years, specializing in portfolio reporting, trade settlement and client service. She was most recently Vice President – Client Service and Operations at Mid-Continent Capital before joining Oak Family Advisors in October 2013.

Kathy has an Associate’s Degree in Applied Science - Financial Services and a Financial Management Certificate from Harper College.

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