John Tatera, CFA

Investment Specialist

John is an Investment Specialist at SilverOak Wealth Management.  He joined the SilverOak team in February 2011.  His responsibilities include leading the due diligence process on investments, both quantitative and qualitative.  This includes conducting searches for potential investments, conducting manager calls, monitoring SilverOak’s investment recommendation list and constructing portfolio allocations for our clients.

 

He leads the SilverOak Investment Committee meetings, which includes preparing due diligence and investment reports for review and discussion.  In his role, he monitors the current market and economic environment and applies it to SilverOak’s investment advisory services.  John also assists in the creation of SilverOak’s Market Insights such as quarterly client cover letters, quarterly newsletters, whitepapers, webinars and ad hoc client communications.

 

Prior to joining SilverOak, John worked as an Equity Analyst at a major investment management firm.  He received his Bachelor of Arts degree in Finance, Investment and Banking from the University of Wisconsin.  John is a Chartered Financial Analyst (CFA) charterholder.

Education 

  • University of Wisconsin - B.A. Finance, Investment and Banking

  • Chartered Financial Analyst (CFA)

Professional Affiliations

  • Member, CFA Institute

  • Member, CFA Society of Minnesota

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