Home » Terrence Wilsonis Chief Executive Officer and Co-Chief Investment Officer

Terrence Wilsonis Chief Executive Officer and Co-Chief Investment Officer

contact name: Terrence Wilsonis
contact job function details: ceo co chief investment officer
contact job function:

contact job title: Chief Executive Officer and Co-Chief Investment Officer

contact job seniority: c_suite

contact person city: Chicago

contact person state: Illinois

contact person country: United States

contact person zip code:

business name: OAK FAMILY ADVISORS LLC

business domain: ofallc.com

business facebook URL:

business linkedin: http://www.linkedin.com/company/1269480

business twitter:

business website: http://www.ofallc.com

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business angellist:

business found year: 2006

business city: Chicago

business zip code: 60606

business state: Illinois

business country: United States

business language: English

business employee: 5

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business category: finance

business specialty: investment policy statements, strategic asset allocation, investment advising, wealth transfer planning & strategy, income tax planning & compliance, coordination of third party advisors, philanthropic strategy, cash flow, budgeting & financial planning, financial services

business technology: apache,outlook

business description: Oak Family Advisors,LLC (OFA) is a Registered Investment Advisory firm focused on serving theneeds of wealthy families.

 

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