Oakwood Career Paths - Movin' on Up!

Oakwood is pleased to announce that Ms. Rebecca Yu, CFA, has been promoted to the position of Assistant Vice President and Portfolio Manager at Oakwood Capital Management LLC. Rebecca’s promotion was approved at a meeting of Oakwood’s Managing Members on December 15, 2000 and was effective immediately. In addition, Rebecca has successfully completed all the requirements for the designation of Chartered Financial Analyst and was awarded her charter last fall.

Rebecca has been with Oakwood for three years and, throughout that time, has worked very closely with Bob Blais, Executive Vice President and Director of Fixed Income, in the ongoing development and refinement of fixed income strategy, the structuring of fixed income portfolios and fixed income trading. Rebecca’s focus, precision and intellect have contributed importantly to the outstanding fixed income results our clients have enjoyed.

Bob Blais says: “It is important to every growing firm to recognize people who excel and who demonstrate ongoing commitment to the success of our clients and our firm. Not only are we proud of Rebecca’s accomplishment in securing her charter but we also welcome her to Oakwood’s officer ranks.”