Oak Asset Management
Meet the Team
In addition to our extensive experience in the financial services industry, we have worked together as a team since 1996.
Jack T. Noe
Managing Partner
42 years investment experience
Prior firms: Merrill Lynch, PaineWebber, UBS, Wachovia, Wells Fargo
BA University of California, Los Angeles
jnoe@oakasset.com
Janet M. Robinson
Managing Partner
42 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BS and MBA, University of Southern California
jrobinson@oakasset.com
David B. Watson
Managing Partner
40 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BA California Lutheran University
dwatson@oakasset.com
Thomas J. Robertson
Managing Partner
29 years investment experience
Prior firms: PaineWebber, UBS, Wachovia, Wells Fargo
BS San Diego State University
trobertson@oakasset.com
Susan McAdam
Administrative Coordinator
32 years industry experience
Prior firms: Dean Witter, SmithBarney, PaineWebber, UBS,
Wachovia, Wells Fargo
smcadam@oakasset.com
Ready to Build Your Investment Strategy?
We invite you to begin a working relationship with our team of professionals. Allow us to design and manage an integrated solution tailored to your personal needs.