John H. Fitzpatrick, CFA
Non-Executive Chairman


John H. Fitzpatrick is the Non-Executive Chairman of Oak Family Advisors, LLC (“OFA”) and Chairman of Oak Street Management Co. (“OSMC”), an insurance and management consulting firm. On May 11, 2011, he was elected to the board of directors at American International Group, Inc. (AIG).  

Terrence S. Wilson, CFA
Chief Executive Officer 

Terrence Wilson is Chief Executive Officer of Oak Family Advisors, LLC.

Frances E. Tuite, CFA
Chief Investment Officer

Frances E. Tuite is Chief Investment Officer of Oak Family Advisors, LLC.

Charles M. Sloan, CFA

Charles M. Sloan joined Oak Family Advisors, LLC on April 1, 2016 as President.

Kathleen A. Helminski
Manager, Client service and operations


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

Olivera Paleksic 

Olivera "Oli" Paleksic is an Analyst with Oak Family Advisors, LLC.

William E. Driscoll, CFA, CFP®
Director of Research

Bill recently became the director of research at Oak Family Advisors, LLC, in the fall of 2019.