Oak Family Advisors, LLC

Terrence Wilson is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Oak Family Advisors, LLC in Chicago since 2011. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, managing approximately $534 million in assets for about 190 clients.

Charles Sloan is a CFA® charterholder with 23 years of industry experience. He has been with Oak Family Advisors, LLC since 2016. He serves as an adjunct instructor at the University of Chicago Graham School, teaching finance, and is an advisory board member of Recovery Grads LLC. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis–based investment approach combined with strategic core-and-satellite asset allocation, offering global diversification and both discretionary and non-discretionary portfolio management.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Driscoll is a financial advisor at Oak Family Advisors, LLC in Chicago, IL, holding the CFP®, CFA®, and Series 63 designations with nine years of industry experience. His prior roles include positions at Ballast Equity Management, RMB Capital Management, Prudence Island Asset Management, and Zuckerman Investment Group. Oak Family Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite investment approach combining fundamental analysis, technical tools, and global diversification, managing approximately $534 million in assets for about 190 clients.

Kathleen Helminski is a Series 65-licensed financial advisor with Oak Family Advisors, LLC in Chicago, IL, where she has worked since 2013. She has 12 years of industry experience. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach combined with strategic core-and-satellite asset allocation, offering globally diversified portfolios managed on a discretionary or non-discretionary basis.