Marketing/Client Relations

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Michael J. Neary, CFA, CFP®

Partner and Client Portfolio Manager

  • Vice President, The Oakmark Funds
  • BS, Northern Illinois University, 1990
  • Managing Director, Marketing & Client Relations with Harris Associates L.P., 2002-2012; Director, Advisor Relations with Harris Associates L.P., 1997-2002 
  • 24 years investment industry experience
  • Joined Harris Associates in 1995  

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Kathleen O. Gerdes

Managing Director, Marketing & Client Relations

  • BA, Oberlin College, 1993
  • MBA, Northwestern University, 2005
  • Business Development Officer at Atlantic Trust Stein Roe, 1997-2006; Planning and Development Associate for the Jane Addams Hull House Association, 1994-1997
  • 19 years investment industry experience
  • Joined Harris Associates in 2006

Lauren Harvey, CFA

Product Specialist

  • BBA, Southern Methodist University, 2005
  • MBA, University of Chicago, 2011
  • Equity Specialist, UBS Asset Management, 2014-2016; Institutional Sales & Consultant Relations Associate, UBS Asset Management, 2012-2014; Business Unit Controller, UBS Asset Management, 2008-2012; Senior Accountant, Corus Bank, 2006-2008
  • 8 years of investment industry experience
  • Joined Harris Associates in 2016

Daniel A. Nicholas, CFA

Client Portfolio Manager

  • BBA, University of Wisconsin-Madison, 1999
  • MS Finance, University of Wisconsin-Madison, 2001
  • Director, Institutional Sales with Harris Associates (2012-14); Executive Director, Morgan Stanley, 2009-2012; Executive Director, UBS, 2001-2009; Equity Analyst Intern, T Rowe Price & Associates, 2000; Equity Portfolio Manager, University of Wisconsin Applied Security Analysis Program, 1999-2000
  • 17 years of investment industry experience
  • Joined Harris Associates in 2012

Vineeta D. Raketich

Managing Director, Global Operations & Client Relations

  • Vice President, The Oakmark Funds
  • BS, DePaul University, 1993
  • MS-Taxation, DePaul University, 2002
  • Supervisor, Mutual Fund and Institutional Services with Harris Associates L.P., 1995-2003; an Analyst at The Barnes Alliance, 1993-1995
  • 24 years investment industry experience
  • Joined Harris Associates in 1995

Jeffrey P. Vilker

Director, Institutional Sales

  • BBA, University of Wisconsin-Madison, 1995
  • Sales Executive, ComPsych Corporation, 2010-2012; Director of Marketing, Patton Investments, 2009-2011; Sales Director, Gulfstream Aerospace, 2004-2009; Major Account Manager, Cisco Systems, 2000-2004; Area Account Manager, Stora Enso, 1999-2000; Sales Representative, James River, 1997-1999; Account Manager, International Paper, 1995-1997
  • 8 years of investment industry experience
  • Joined Harris Associates in 2012

Jack Wildermuth, CFA, CAIA

Managing Director, Marketing & Client Relations

  • BS, U.S. Military Academy at West Point, 1989
  • MBA, Duke University, 1995
  • Marketing Executive, Research Affiliates LLC, 2006-2008; Partner, Stratford Advisory Group, 1998-2006; Investment Consultant, Wilshire Associates, 1997-1998; Investment Banking Associate, WR Hough & Co., 1995-1997; U.S. Army Field Artillery Officer, including Platoon Leader in First Gulf War, 1989-1993
  • 21 years investment industry experience
  • Joined Harris Associates in 2008

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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