OAK ASSOCIATES LTD

OAK ASSOCIATES LTD of AKRON, OH is an SEC-registered investment adviser (CRD 108874). Regulatory assets under management: $1.8B.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (10)

NameRoleLocation
Margaret Lynn BallingerPRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER—
Robert Donald StimpsonMANAGING MEMBER / CHIEF INVESTMENT OFFICER—
BALLINGER MARGARETASSISTANT PORTFOLIO MANAGER; DIRECTOR OF OPERATIONS—
BARTON DONNA LOUASSISTANT PORTFOLIO MANAGER/TRADER—
MACKAY DOUGLAS SCOTTRESEARCH ANALYST/ASSISTANT PORTFOLIO MANAGER; RESEARCH ANALYST/PORTFOLIO MANAGER—
OELSCHLAGER JAMES DRAVOCO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER; MANAGING MEMBER/PORTFOLIO MANAGER—
NOLL SANDRA HELENCHIEF COMPLIANCE OFFICER—
BALLINGER MARGARET LYNNCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS (+2 more)—
STIMPSON ROBERT DONALDCO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER / CHIEF INVESTMENT OFFICER; MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER—
Zollars Carol LynnCHIEF FINANCIAL OFFICER; MANAGING MEMBER / CHIEF FINANCIAL OFFICER—

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