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Terrence Wilson

Chief Executive Officer, Co-Chief Investment Officer, Regulatory Contact

Oak Family Advisors

United States, Illinois, Chicago

About Me

Terrence Wilson is Chief Executive Officer of Oak Family Advisors, LLC. He received his BS degree in Engineering from the University of Illinois in 1985, and then spent 12 years in the telecommunications industry. Terry left the telecommunications field in 1997 to pursue an MBA degree in Finance from the University of Chicago, which he received in 1998.​ Terry began working in the financial industry in 1999 as an Associate Equity Analyst for Lincoln Capital Management, a large cap growth fund manager. His initial responsibilities included research support for the firm’s senior industrial analyst and were followed by primary research coverage of the energy sector. In 2002, Terry joined CMF Ca
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Profile Information

Chief Executive Officer, Co-Chief Investment Officer, Regulatory Contact

Oak Family Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

May 15, 2024

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