Meet The Team

As partners, we combine over 100 years of experience in the financial services industry and have worked together as a team since 1996.

Jack T. Noe

Managing Partner
34 years investment experience
Prior firms: Merrill Lynch, PaineWebber, UBS, Wachovia, Wells Fargo
BA University of California, Los Angeles
This email address is being protected from spambots. You need JavaScript enabled to view it.

Janet M. Robinson

Managing Partner
33 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BS and MBA, University of Southern California
This email address is being protected from spambots. You need JavaScript enabled to view it.

David B. Watson

Managing Partner
32 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BA California Lutheran University
This email address is being protected from spambots. You need JavaScript enabled to view it.

Thomas J. Robertson

Managing Partner
20 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BS San Diego State University
This email address is being protected from spambots. You need JavaScript enabled to view it.

Susan McAdam

Administrative Coordinator
22 years industry experience
Prior firms: Dean Witter, SmithBarney, PaineWebber, UBS,
Wachovia, Wells Fargo
This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact

  • Phone:
    (805) 778-0818
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Clients

Oak Asset Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Oak Asset Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Oak Asset Management, LLC unless a client service agreement is in place.
Copyright © 2017 Oak Asset Management | Disclosure | Admin Login | Powered by AdvisorFlex