J. Theodore Oaks
About J. Theodore Oaks
J. Theodore Oaks is a Portfolio Management Analyst at FS Investments, where he has worked since 2015. He previously held various positions at BlackRock, including Equity Investment Analyst and Municipal Bond Strategy Assistant, and he earned a Bachelor’s Degree in Finance from Drexel University.
Current Role at FS Investments
J. Theodore Oaks has been serving as a Portfolio Management Analyst at FS Investments since 2015. In this role, he is responsible for managing investment portfolios and analyzing market trends to optimize investment strategies. His experience in portfolio management contributes to the firm's objectives in delivering value to clients.
Previous Experience at BlackRock
Prior to his current position, J. Theodore Oaks worked at BlackRock in various roles from 2011 to 2015. He began as a Municipal Bond Trading Assistant, then transitioned to a Municipal Bond Strategy Assistant, and later served as an Equity Investment Analyst. His tenure at BlackRock provided him with a solid foundation in investment analysis and strategy development.
Education and Expertise
J. Theodore Oaks earned a Bachelor’s Degree in Finance from Drexel University, completing his studies from 2010 to 2015. His academic background equips him with the necessary skills and knowledge to excel in financial analysis and investment management.
Background in Finance
J. Theodore Oaks has built a career in finance, focusing on portfolio management and investment analysis. His experience spans various roles within the investment sector, allowing him to develop a comprehensive understanding of market dynamics and investment strategies.