Shirley is responsible for all investment compliance functions within the firm.
Prior to joining OakBrook in 2007, Shirley was the Assistant Treasurer/Controller at Northern Trust Investments, Inc. and was an Investment Officer in charge of Project Coordination at ANB Investment Management and Trust Company. Prior to joining ANB, Shirley held various Banking, Trust, and Investment positions with American National Bank and Trust Company in Chicago.
Shirley received a BS in Mathematics with a minor in Computer Science from Benedictine University and an MA degree, summa cum laude, in Education from National‐Louis University.
Annette is responsible for organizing and coordinating office operations as well as assisting in various marketing functions.
Prior to joining OakBrook, Annette was an Administrative Assistant at AmSouth Bank in Jacksonville, Florida. She began her financial career in 1991 and has since held various banking positions throughout the Chicagoland area and Jacksonville, Florida.
Annette majored in Business Administration and Marketing at Lewis University.
John develops and maintains the software and
data used to implement OakBrook’s investment
research projects. He also works with client
services, marketing, trading and compliance,
providing tools and support to enhance the
quality and efficiency of processes across the
Prior to joining OakBrook in 2018, John held
various software development and quality
assurance positions at Motorola, Blackberry, and
Continental Automotive. He has also developed
custom web applications as an independent
John received a BS in Electrical Engineering from
Iowa State University.