Charlie Sloan

President chez

Oak Family Advisors LLC

Finance

Consumer Services

Commercial Services

Profil

Mr. Charles M.
Sloan, CFA MBA, is a President at Oak Family Advisors LLC.
He joined Oak on April 2016.
He is a seasoned investment analyst and portfolio manager.
After working as a staff auditor with the firm of Arthur Andersen & Co. from 1988-1990, he began working in the financial industry in 1990 at Harris Trust and Savings Bank, a subsidiary of Bank of Montreal, in trust administration and asset management.
He then worked for Holland Capital Management as a senior equity analyst from 2000-2001 and again from 2003-2005.
Between 2001-2003, he worked for Bufka & Rodgers, LLC (now part of Mid-Continental Capital, LLC) as a Portfolio Manager, and returned in 2005 as an Executive Vice President and Portfolio Manager where he worked until March of 2015.
Most recently he served as Interim CFO for Forward Health Group, a Healthcare software company in Madison, Wisconsin.
He graduated with a Bachelor of Science degree in 1988 from Northern Illinois University.
He then passed the CPA exam and met all licensing qualifications.
In 1998, he received his MBA, with honors, from the University of Chicago's Booth School of Business, and he is a Chartered Financial Analyst.

Postes actifs de Charlie Sloan

Sociétés	Poste	Début
Oak Family Advisors LLC Oak Family Advisors LLC Investment ManagersFinance OFA’s primary investment strategy used on client accounts is a strategic asset allocation utilizing a core and satellite approach. The firm uses in-house resources to select core equity and fixed income securities in areas where they believe they have a core competency and passively managed index exchange traded funds in asset classes they believe are not their core competency or supplemental to their core competency. Using an intrinsic value investing approach, they use independent analysis to select the most promising opportunities at any point in a market cycle.	President	01/04/2016

Tous les postes actifs de Charlie Sloan

Anciens postes connus de Charlie Sloan

Sociétés	Poste	Fin
Mid-Continent Capital LLC Mid-Continent Capital LLC Investment ManagersFinance MCC seeks to preserve and grow the wealth of their clients while maintaining diversification. The firm uses a combination of qualitative fundamental research and quantitative screening methods to identify companies they would choose to invest in for their various equity strategies: GARP, Consistent Growth, Large Value, and Focused Opportunity. They tend to structure intermediate duration fixed income portfolios for clients.	Gestionnaire de Portefeuille-Actions	02/01/2006
Bufka & Rodgers LLC Bufka & Rodgers LLC Investment ManagersFinance BR employs an approach to managing client portfolios that they believe is increasingly unique in the investment counsel industry. As to security selection, they believe that modest expectations yield modest results. When searching for candidates for inclusion in equity portfolios, the firm feels that only the exceptional stock deserves attention. 'Lowering the bar' to include the merely above average invariably dilutes portfolio performance and dissipates the firm's research efforts. Normally, BR has a bias toward companies showing strong and sustainable growth for company-specific reasons. They avoid selling stocks merely because they have risen in price. The firm looks at historical characteristics of a stock, such as minimum multiples of sales, earnings, cash flows, dividends or book values. When a company's financial record is insufficient to establish these risk parameters, the firm frequently turns to alternative investment vehicles that allow for substantial appreciation but mitigate the possibility of significant loss, namely, convertible securities. In constructing portfolios, BR believes that diversification typically reflects a desire to avoid important decisions, not a true desire to reduce risk. They only manage separate portfolios and do not commingle clients' assets for the purpose of reducing costs and achieving economies of scale. Because BR does not begin with a market index in mind when building and managing portfolios, the firm's emphasis is on outperforming these indexes over years, not weeks or months.	Analyst-Equity	31/12/2005
Harris Trust & Savings Bank Harris Trust & Savings Bank Regional BanksFinance Provides banking services	Corporate Officer/Principal	-
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-
Holland Capital Management LLC Holland Capital Management LLC Investment ManagersFinance Holland Capital Management (HCM) employs a high quality, conservative growth equity strategy fully invested in about 50 stocks. The investment process incorporates specific investment criteria with a focus on companies with double-digit earnings growth, reasonable valuations, superior management teams, strong financial condition, niche products or services, that possess superior competitive positioning and significant insider ownership. HCM's security selection process is bottom-up based on their analysts’ fundamental internal and external research. The firm offers two investment strategies, US Equity Large-Cap Growth and US Equity Mid-Cap. They generally manage all their equity accounts in the same manner, but do have clients that impose restrictions which exclude from their portfolios the stocks of companies whose revenues are derived from the sales of alcohol, tobacco, firearms, etc. HCM's equity investment process employs rigorous, fundamental bottom-up research combined with top-down theme identification, and a team approach to manage and mitigate stock- and sector-specific risk.	Analyst-Equity	30/07/2005

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Entreprise privées	8
Mid-Continent Capital LLC Mid-Continent Capital LLC Investment ManagersFinance MCC seeks to preserve and grow the wealth of their clients while maintaining diversification. The firm uses a combination of qualitative fundamental research and quantitative screening methods to identify companies they would choose to invest in for their various equity strategies: GARP, Consistent Growth, Large Value, and Focused Opportunity. They tend to structure intermediate duration fixed income portfolios for clients.	Finance
Holland Capital Management LLC Holland Capital Management LLC Investment ManagersFinance Holland Capital Management (HCM) employs a high quality, conservative growth equity strategy fully invested in about 50 stocks. The investment process incorporates specific investment criteria with a focus on companies with double-digit earnings growth, reasonable valuations, superior management teams, strong financial condition, niche products or services, that possess superior competitive positioning and significant insider ownership. HCM's security selection process is bottom-up based on their analysts’ fundamental internal and external research. The firm offers two investment strategies, US Equity Large-Cap Growth and US Equity Mid-Cap. They generally manage all their equity accounts in the same manner, but do have clients that impose restrictions which exclude from their portfolios the stocks of companies whose revenues are derived from the sales of alcohol, tobacco, firearms, etc. HCM's equity investment process employs rigorous, fundamental bottom-up research combined with top-down theme identification, and a team approach to manage and mitigate stock- and sector-specific risk.	Finance
Bufka & Rodgers LLC Bufka & Rodgers LLC Investment ManagersFinance BR employs an approach to managing client portfolios that they believe is increasingly unique in the investment counsel industry. As to security selection, they believe that modest expectations yield modest results. When searching for candidates for inclusion in equity portfolios, the firm feels that only the exceptional stock deserves attention. 'Lowering the bar' to include the merely above average invariably dilutes portfolio performance and dissipates the firm's research efforts. Normally, BR has a bias toward companies showing strong and sustainable growth for company-specific reasons. They avoid selling stocks merely because they have risen in price. The firm looks at historical characteristics of a stock, such as minimum multiples of sales, earnings, cash flows, dividends or book values. When a company's financial record is insufficient to establish these risk parameters, the firm frequently turns to alternative investment vehicles that allow for substantial appreciation but mitigate the possibility of significant loss, namely, convertible securities. In constructing portfolios, BR believes that diversification typically reflects a desire to avoid important decisions, not a true desire to reduce risk. They only manage separate portfolios and do not commingle clients' assets for the purpose of reducing costs and achieving economies of scale. Because BR does not begin with a market index in mind when building and managing portfolios, the firm's emphasis is on outperforming these indexes over years, not weeks or months.	Finance
Harris Trust & Savings Bank Harris Trust & Savings Bank Regional BanksFinance Provides banking services	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northern Illinois University Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Oak Family Advisors LLC Oak Family Advisors LLC Investment ManagersFinance OFA’s primary investment strategy used on client accounts is a strategic asset allocation utilizing a core and satellite approach. The firm uses in-house resources to select core equity and fixed income securities in areas where they believe they have a core competency and passively managed index exchange traded funds in asset classes they believe are not their core competency or supplemental to their core competency. Using an intrinsic value investing approach, they use independent analysis to select the most promising opportunities at any point in a market cycle.	Finance