Mark Wesley Oelschlager
Chief Executive Officer at Oelschlager Investments LLC
Profile
Mr. Mark W.
Oelschlager, CFA MBA, is a President, Chief Investment Officer & Co-Founder at Oelschlager Investments LLC.
Prior to founding the firm, Mr. Oelschlager served as Co-Chief Investment Officer and Portfolio Manager at Oak Associates in Akron, Ohio.
He has over 27 years of investment experience.
He earned his BA in Economics from Trinity College in Connecticut and MBA from The Ohio State University.
He holds the Chartered Financial Analyst (CFA) designation.
Mark Wesley Oelschlager active positions
| Companies | Position | Start |
|---|---|---|
Oelschlager Investments LLC
 Oelschlager Investments LLC Investment ManagersFinance Oelschlager Investments LLC is an independent registered investment advisor headquartered in Akron, Ohio. The firm was founded by Mark W. Oelschlager in 2019. Oelschlager Investments offers portfolio management for individuals, trusts, foundations, nonprofits, corporations and financial advisors. They serve as the Investment Adviser to Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX). Investors in the Funds may include, but are not limited to, other investment advisers, individuals, trusts, charitable organizations, and business entities. | Chief Executive Officer | 2019-08-31 |
Former positions of Mark Wesley Oelschlager
| Companies | Position | End |
|---|---|---|
State Teachers Retirement System of Ohio
 State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Corporate Officer/Principal | 1999-12-30 |
Oak Associates Ltd.
 Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Portfolio Manager-Equities | - |
Training of Mark Wesley Oelschlager
| Trinity College (Connecticut) | Undergraduate Degree |
| The Ohio State University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Oak Associates Ltd.
Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Finance |
State Teachers Retirement System of Ohio
State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Finance |
Oelschlager Investments LLC
Oelschlager Investments LLC Investment ManagersFinance Oelschlager Investments LLC is an independent registered investment advisor headquartered in Akron, Ohio. The firm was founded by Mark W. Oelschlager in 2019. Oelschlager Investments offers portfolio management for individuals, trusts, foundations, nonprofits, corporations and financial advisors. They serve as the Investment Adviser to Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX). Investors in the Funds may include, but are not limited to, other investment advisers, individuals, trusts, charitable organizations, and business entities. | Finance |
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