William Elliot Driscoll
Direktor der Forschung - Eigenkapital bei Oak Family Advisors LLC
Profil
Mr. William E.
Driscoll, CFA, is a Director of Research at Oak Family Advisors LLC.
Over the last 23 years, he has worked in increasingly strategic roles within the investment community of Chicago following the start of his career in New York.
Formerly, he served as the Director of Research at Zuckerman Investment Group after working for nine years at RMB Capital Management where he was the lead portfolio manager of the firm’s three proprietary equity products with over $1 billion in assets under management.
In New York, he worked as an analyst covering the technology sector for Evergreen Investments and as a research associate at Alex Brown, the oldest investment bank in the United States at the time.
Most recently, he was CEO of Prudence Island Wealth Management, before merging it into Oak Family.
He graduated from Colby College in Waterville, ME with a BA in Biology with a concentration in Environmental Science.
In 2003 he earned the Chartered Financial Analyst charter.
He is also a Certified Financial Planner designation in 2019.
Aktive Positionen von William Elliot Driscoll
| Unternehmen | Position | Beginn |
|---|---|---|
Oak Family Advisors LLC
 Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Direktor der Forschung - Eigenkapital | 01.10.2019 |
Ehemalige bekannte Positionen von William Elliot Driscoll
| Unternehmen | Position | Ende |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Portfolio Manager-Aktien | 01.03.2015 |
Talon Asset Management, Inc.
 Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Analyst-Equity | 31.03.2006 |
| Evergreen Asset Management, Inc. | Corporate Officer/Principal | - |
| Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Ausbildung von William Elliot Driscoll
| Colby College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
| Evergreen Asset Management, Inc. | Finance |
| Alex. Brown & Sons, Inc. | Finance |
Oak Family Advisors LLC
Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
