Robert Stimpson currently serves as Chief Investment Officer, Portfolio Manager, and Managing Partner for Oak Associates. He has more than 28 of investment experience. Prior to joining Oak in 2001, Mr. Stimpson served as an Equity Market Analyst for IDEAglobal in New York and as Financial Consultant for Merrill Lynch in Connecticut. Mr. Stimpson holds a BA in International Studies from Dickinson College, an MBA from Emory University, as well as the Chartered Financial Analyst and Market Technician designations

Jeff Travis currently serves as Portfolio Manager and Senior Analyst for Oak Associates. He has more than 27 years of investment experience. Prior to re-joining Oak in 2019, Mr. Travis was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners, and was a Co-Portfolio Manager with Oak Associates. Mr. Travis holds a BA in Economics from Denison University, an MBA from Case Western Reserve University, as well as the Chartered Financial Analyst designation.