Ronald E. Heakins, born in 1952, attended Penn State University and has
been in the investment services business since 1981.
He is our President and Portfolio Manager. Ron was previously employed with UBS PaineWebber as a
Securities Broker, Account Vice President, and Branch Manager. He is an Accredited Investment Fiduciary Auditor™, a Certified
Regulatory Compliance Professional, and serves as an arbitrator for the National Association of Securities Dealers. He has completed the
"Wharton Private Wealth Management Professional Track Program" offered through The Wharton School at the University of Pennsylvania, and been
authorized as an instructor by the Pennsylvania State Board of Accountancy to teach CPE credit course relevant to compliance issues
in the securities industry to registered Pennsylvania CPA’s. In 2012 he was also voted a "Five Star Wealth Manager" by Five Star Professional for the second year in a row.
Jason D. Heakins, born in 1987, studied at the University of Pittsburgh and majored in Philosophy. Jason has worked as data analyst for OakTree sporadically since 2003. During that time he acquired experience on over 100 securities arbitration and litigation cases. In April of 2012 he passed his Series 65 Investment Advisory Law Exam and began working as an Investment Counselor in addition to continuing data analysis for arbitration cases. He also writes and manages OakTree Investment Advisors Covered Call Focus Blog where the investment strategy of Covered Call Writing is discussed alongside stock recommendations and business cycle analysis and education.
Please go to the Contact page to request a copy of our ADV Part II (A document that contains pertinent information about a registered investment advisor and acts as a disclosure document for clients of the business. It includes information such as the services we provide and the fees we charge); or, Background information on our portfolio manager.