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 / Co-CIO

Terrence Wilson is Chief Executive Officer and Co-Chief Investment Officer of Oak Family Advisors, LLC.

Charles M. Sloan, CFA

President / Co-CIO

Charles M. Sloan joined Oak Family Advisors, LLC on April 1, 2016 as President and Co-Chief Investment Officer.

Kathleen A. Helminski

Manager, Client service and operations

Kathleen A. Helminski is the Manager of Client Service and Operations of 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.

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