Ted Oakley

Founder at

Herndon Plant Oakley Ltd.

76 year

Finance

Consumer Services

Profile

Mr. Ted Oakley, CFA, is a Managing Partner at Oxbow Advisors LLC and a Partner at Herndon Plant Oakley Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives.
Mr. Oakley was previously employed as a Senior Vice President by Rotan Mosle, Inc. and a Principal by Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/.
He received his undergraduate degree from Texas Tech University.

Ted Oakley active positions

Companies	Position	Start
Herndon Plant Oakley Ltd. Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Provides brokerage services	Founder	1997-12-31
Oxbow Advisors LLC Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry.	Chief Executive Officer	2010-12-31

All active positions of Ted Oakley

Former positions of Ted Oakley

Companies	Position	End
Rotan Mosle, Inc. Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services	Corporate Officer/Principal	-
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
Herndon Plant Oakley Ltd. Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Texas Tech University Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rotan Mosle, Inc. Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services	Finance
Oxbow Advisors LLC Oxbow Advisors LLC Investment ManagersFinance Oxbow aims to achieve consistent investment returns with minimal portfolio risk. The firm seeks to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. They invest in what they believe are undervalued companies without consideration of size, location, or industry.	Finance

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