Terry Scott Wilson
Vorstandsvorsitzender bei Oak Family Advisors LLC
Profil
Mr. Terry S.
Wilson, CFA MBA, is a Chief Executive Officer & Co-Chief Investment Officer at Oak Family Advisors LLC.
He began working in the financial industry in 1999 as an Associate Equity Analyst for Lincoln Capital Management, a large cap growth fund manager.
His initial responsibilities included research support for the firm’s senior industrial analyst and were followed by primary research coverage of the energy sector.
In 2002, he joined CMF Capital Management, a multi-cap long/short hedge fund, as an equity analyst and was responsible for a variety of industrial and applied technology sectors in the fund.
He joined Bufka & Rodgers, (now part of Mid-Continent Capital, L.L.C.) in June 2004 as a Senior Investment Analyst and Portfolio Manager and became a Vice President/Principal in 2008.
He joined Oak Family Advisors, LLC in December 2011.
He received his BS degree in Engineering from the University of Illinois in 1985 and MBA degree in Finance from the University of Chicago, which he received in 1998.
He is also a Chartered Financial Analyst.
Aktive Positionen von Terry Scott Wilson
| Unternehmen | Position | Beginn |
|---|---|---|
Oak Family Advisors LLC
 Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Vorstandsvorsitzender | 01.12.2011 |
Ehemalige bekannte Positionen von Terry Scott Wilson
| Unternehmen | Position | Ende |
|---|---|---|
Bufka & Rodgers LLC
 Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means. | Analyst-Equity | 31.12.2006 |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Analyst-Equity | 31.12.2001 |
Mid-Continent Capital LLC
 Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions. | Portfolio Manager-Aktien | - |
Ausbildung von Terry Scott Wilson
| University of Illinois | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Bufka & Rodgers LLC
Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
Mid-Continent Capital LLC
Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions. | Finance |
Oak Family Advisors LLC
Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
