Legal/Operations

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Zachary D. Weber, CPA

Chief Financial Officer

  • BS, University of Missouri, 1996
  • Senior Vice President at GCM Grosvenor, 2001-2016; Audit Manager at PricewaterhouseCoopers, 1996-2001
  • 20 years business experience
  • Joined Harris Associates in 2016

Heidi W. Hardin

General Counsel

  • BA, DePauw University, 1989
  • JD, Chicago-Kent College of Law, 1992
  • Senior Vice President and General Counsel (2007-15), Vice President and Chief of Staff (2005-07), Vice President and Assistant General Counsel (1999-05) at Janus Capital Management; Vice President, Senior Legal Counsel and Chief Compliance Officer at Liberty Fund Group/Stein Roe & Farnham Incorporated, 1994-1999;  Associate at Beeler Schad and Diamond, 1993-1994
  • 24 years of business experience
  • Joined Harris Associates in 2015

Christopher W. Keller

Chief Operating Officer

  • BA, University of Notre Dame, 1987
  • MBA, Cornell University, 1989
  • Managing Director at Goldman Sachs, 1998-2015; Manager at Accenture, 1989-1998
  • 27 years business experience
  • Joined Harris Associates in 2015

Jeffrey D. Illian

Chief Information Officer

  • BS, Carnegie Mellon University, 1991
  • Graduate Studies, Boston University School of Business, 2010
  • Chief Information Officer at Platinum Mortgage, 2012-2013; Chief Architect with Man Group PLC, 2008-2012
  • 25 Years business experience
  • Joined Harris Associates in 2013

Colin P. McFarland

Chief Compliance Officer

  • BS, Bridgewater State College, 1985
  • MBA, Northeastern University, 1990
  • Senior Manager at Deloitte & Touche LLP, 1997-2005; National Bank Examiner for the U.S. Treasury Department, 1991-1997; Assistant Operations Manager for E.F. Hutton & Co., 1985-1989
  • 28 years business experience
  • Joined Harris Associates in 2005

Richard J. Gorman

Chief Compliance Officer for The Oakmark Funds

  • BA, Providence College, 1987
  • JD, The University of Detroit, 1991
  • U.S. Securities and Exchange Commission in the following positions: Senior Special Counsel to the Chicago Investment Management Examination Staff, 2002-2006; Special Counsel to the Investment Management Staff, 1999-2002; Senior Attorney, Division of Enforcement, 1994-1999
  • 25 years business experience
  • Joined Harris Associates in 2006

Michael J. Pietras

Deputy Chief Compliance Officer & Compliance Manager

  • BS, DePaul University, 1995
  • Compliance Manager at Driehaus Capital Management, 2004-2005 and 2000-2002; Director of Compliance at PMA Financial Network, 2002-2004; Senior Compliance Examiner at FINRA and its predecessor NASD Regulation, Inc., 1998-2000; Senior Investigator at The Chicago Board of Trade, 1995-1998; Senior Market Analyst at Chicago Board Options Exchange, 1989-1993
  • 29 years business experience
  • Joined Harris Associates in 2005

John J. Kane

Director, Global Investment Services

  • Treasurer of The Oakmark Funds
  • BA, Illinois Benedictine College, 1993
  • MBA, Northwestern University, 2003
  • 22 years business experience
  • Joined Harris Associates in 1993

Ian J. McPheron

Deputy General Counsel

  • BA, University of Illinois at Urbana-Champaign, 1993
  • JD, Northern Illinois University, 1997
  • Assistant General Counsel with Harris Associates, 2011-2015; Senior Attorney with Harris Associates, 2005-2011; Associate Counsel/Director of Compliance at Calamos Advisors LLC and Assistant Secretary to the Calamos Funds, 2002-2004; Associate at Gardner, Carton & Douglas, 2002; Vice President, Associate General Counsel and Assistant Secretary at Van Kampen Investments, Inc., 2000-2002; Associate at Wildman Harrold, Allen & Dixon, 1997-2000; prior to law school worked at Van Kampen Investments, 1993-1994
  • 20 years business experience
  • Joined Harris Associates in 2005

Megan J. Claucherty

Senior Attorney

  • BACS, University of Western Ontario, 2004
  • JD, DePaul University College of Law, 2008
  • MBA, DePaul University Kellstadt Graduate School of Business, 2008
  • Associate Attorney at Vedder Price P.C. (2012-15); Associate Attorney at Godfrey & Kahn SC (2011-12); Securities Compliance Examiner at U.S. Securities and Exchange Commission (2008-11)
  • 8 years of business experience
  • Joined Harris Associates in 2015

 

Julie A. Nagle

Head of Human Resources

  • BA, Michigan State University, 1984
  • Senior Vice President of Human Resources at Forsythe Technology, Inc., 1999-2013; Director of Human Resources at Information Resources, Inc., 1998-1999; Regional Manager - Human Resources at Sony Electronics Inc., 1991-1998; Supervisor of Human Resources at Boeing Aircraft, 1986-1991
  • 32 years business experience
  • Joined Harris in 2014

Gracie O. Inacay

Director, Human Resources

  • BS, Roosevelt University, 1999
  • Manager, Human Resources at Harris Associates L.P., 2001-2008; Manager, Human Resources at First Variable Life Insurance Co., 1998-2001; Human Resources Representative at Warrior Insurance Group, 1994-1998; Agency Sales Representative at Warrior Insurance Group/Insure One Insurance Agency, 1990-1994
  • 26 years business experience
  • Joined Harris in 2001

Products

Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

 

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