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William Elliot Driscoll
Directeur de la Recherche - Actions chez
Oak Family Advisors LLC
Profil
Mr. William E.
Driscoll, CFA, is a Director of Research at Oak Family Advisors LLC.
Over the last 23 years, he has worked in increasingly strategic roles within the investment community of Chicago following the start of his career in New York.
Formerly, he served as the Director of Research at Zuckerman Investment Group after working for nine years at RMB Capital Management where he was the lead portfolio manager of the firm’s three proprietary equity products with over $1 billion in assets under management.
In New York, he worked as an analyst covering the technology sector for Evergreen Investments and as a research associate at Alex Brown, the oldest investment bank in the United States at the time.
Most recently, he was CEO of Prudence Island Wealth Management, before merging it into Oak Family.
He graduated from Colby College in Waterville, ME with a BA in Biology with a concentration in Environmental Science.
In 2003 he earned the Chartered Financial Analyst charter.
He is also a Certified Financial Planner designation in 2019.
Postes actifs de William Elliot Driscoll
| 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. | Directeur de la Recherche - Actions | 01/10/2019 |
Anciens postes connus de William Elliot Driscoll
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/03/2015 |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Analyst-Equity | 31/03/2006 |
Evergreen Asset Management, Inc. | Corporate Officer/Principal | - |
Alex. Brown & Sons, Inc.
 Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Corporate Officer/Principal | - |
Formation de William Elliot Driscoll
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
Evergreen Asset Management, Inc. | Finance |
Alex. Brown & Sons, Inc.
Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Finance |
Colby College
 Colby College 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 |
