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Robert D. Stimpson
Chief Investment Officer at Oak Associates Ltd.
Profile
Mr. Robert D.
Stimpson, CFA MBA, is a Co-Chief Investment Officer, Portfolio Manager & Managing Member at Oak Associates Ltd.
He has over 27 years of investment experience.
He joined Oak Associates in 2001.
Previously, Mr. Stimpson served as an Equity Market Analyst for IDEAglobal, a global research firm that analyzes major asset classes and international macro policy.
Robert began his investment career at Merrill Lynch, serving as a Financial Consultant in Stamford, Connecticut.
Mr. Stimpson earned his MBA from Goizueta Business School at Emory University, concentrating in International Finance.
He also holds a BA in International Studies from Dickinson College in Carlisle, Pennsylvania.
He holds the Chartered Financial Analyst and Chartered Market Technician designations.
He is a member of the CFA Institute, the CFA Society of Cleveland and the Chartered Market Technicians Association.
Robert D. Stimpson active positions
Companies | Position | Start |
---|---|---|
Oak Associates Ltd.
![]() Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Chief Investment Officer | 2000-12-31 |
Former positions of Robert D. Stimpson
Companies | Position | End |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Training of Robert D. Stimpson
Dickinson College | Undergraduate Degree |
Emory University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Oak Associates Ltd.
![]() Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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