Profil
Mr. Ted Oakley, CFA, is a Managing Partner at Oxbow Advisors LLC and a Partner at Herndon Plant Oakley Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives.
Mr. Oakley was previously employed as a Senior Vice President by Rotan Mosle, Inc. and a Principal by Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/.
He received his undergraduate degree from Texas Tech University.
Aktive Positionen von Ted Oakley
| Unternehmen | Position | Beginn |
|---|---|---|
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Provides brokerage services | Gründer | 01.01.1998 |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry. | Vorstandsvorsitzender | 01.01.2011 |
Ehemalige bekannte Positionen von Ted Oakley
| Unternehmen | Position | Ende |
|---|---|---|
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Ausbildung von Ted Oakley
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Texas Tech University
Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Finance |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry. | Finance |
















