Charlie Sloan
President chez Oak Family Advisors LLC
Profil
Mr. Charles M.
Sloan, CFA MBA, is a President & Co-Chief Investment Officer at Oak Family Advisors LLC.
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 (HCM) 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 received his undergraduate degree from Northern Illinois University and an MBA from The University of Chicago.
He is a Chartered Financial Analyst.
Postes actifs de Charlie Sloan
| Sociétés | Poste | Début |
|---|---|---|
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. | President | 01/04/2016 |
Anciens postes connus de Charlie Sloan
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 02/01/2006 |
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 | 31/12/2005 |
| Harris Trust & Savings Bank | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Holland Capital Management LLC
 Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Analyst-Equity | 30/07/2005 |
Formation de Charlie Sloan
| Northern Illinois University | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Holland Capital Management LLC
Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Finance |
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 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
| Harris Trust & Savings Bank | 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 |
