Oak Tree Investment Advisors

Daniel Orsborn is a financial advisor at Oak Tree Investment Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Bonus Accounting and Saint Vincent DePaul. He has been a full-time student since 2015. Oak Tree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm employs a macroeconomic framework combined with fundamental and technical analysis to construct diversified portfolios and make tactical investment adjustments.

Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been involved with Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, since 2000 and also owns 75% of the firm. In addition to advisory services, he operates R.E. Heakins Expert Services, Inc. and is associated with C.P.A.A + Inc. OakTree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm uses a combination of macroeconomic analysis, fundamental and technical indicators, and tactical strategies to manage diversified portfolios, and it manages approximately $164 million across over 200 discretionary accounts.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 13 years of industry experience. He has been associated with OakTree Investment Advisors since 2011 and operates R.E. Heakins Expert Services, Inc. since 2017. He is also a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to partner with CPAs to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm combines macroeconomic analysis with fundamental and technical factors to construct diversified portfolios and employs tactical strategies, including a weekly-rebalanced trading approach, managing approximately $164.1 million across about 214 discretionary accounts.