“Discipline, process and hard work form the foundation of our team philosophy, and we aim to provide our year of experience to help your team make solid investing decisions.”
Sharon is CEO of White Oaks Investment Management, Inc. and is CEO of White Oaks Wealth Advisors, Inc. She has been with the company since February 2001. Her experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm, Lord, Abbett & Co. in New York City, as Client Liaison.
Sharon holds a Bachelor’s Degree (BScEcon) (Hons) in European Community Studies from the University of Wales, College of Cardiff with a focus on European political economics and languages. In continuing education, she received a certificate in International Business Practice from the Mountbatten Program/Oxford University and in 2019 completed the Vistage Executive Leadership Program in collaboration with the Stanford Graduate School of Business. She also holds the Certified Financial Planner ™ designation and is a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry.
She was honored as a 2013 “Top Women in Business” and a 2010 “Forty under 40” recipient by the Minneapolis St. Paul Business Journal. She has been quoted in the Minneapolis St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks to conferences and CEO groups on wealth management topics.
Born in the UK, she has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007 Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter – Sophia’s Sunshine School. It is her goal to build nine more and bring meaningful economic improvement to the area. Sharon is an active member of the Minneapolis community. She is currently Secretary of the Board of Minnesota Opera and serves on the investment committee. In Rotary she is the Past President of Rotary Club 9 and chaired the district-wide conference in 2015 and 2018 for their 2,000 members. In 2019 Sharon received the Marty Baskerville award for lifetime achievement in philanthropy and the Vistage lifetime achievement award for leadership in her CEO peer to peer organization.
*Please note that these awards may not be reflective of any one client’s experience and may not be indicative of future performance. Please see award criteria and methodology here.