Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

Christopher Dodds is a financial advisor with Crown Oak Advisors and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked with firms including Coinbase Global, The Cynosure Group, Baron Capital Group, and The Charles Schwab Corporation. Dodds serves on the boards of directors for The Charles Schwab Corporation and Charles Schwab Bank and acts as a consultant to Baron Capital Group and The Cynosure Group. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach combining fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.