Profile
Mr. Robert D.
Stimpson, CFA MBA, is a Chief Investment Officer, Portfolio Manager & Managing Partner at Oak Associates Ltd. He joined Oak Associates in 2001.
He has over 28 Years of Experience.
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 is a US equity investment advisor that specializes in concentrated, low-turnover, long-term investing. The firm employs a fundamental belief in concentrated, low turnover portfolios. | Chief Investment Officer | 2000-12-31 |
Former positions of Robert D. Stimpson
| Companies | Position | End |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Training of Robert D. Stimpson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Oak Associates Ltd.
Oak Associates Ltd. Investment ManagersFinance Oak Associates is a US equity investment advisor that specializes in concentrated, low-turnover, long-term investing. The firm employs a fundamental belief in concentrated, low turnover portfolios. | Finance |
Emory University
Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dickinson College
Dickinson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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