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