

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
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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