General Investing >> Money Manager Interviews >> October 30, 2000

Laurie Burstein – Oakwood Capital Management Inc

LAURIE J. BURSTEIN, Founder and President of Oakwood Capital Management, Inc., has been a professional investment manager since 1989. Prior to that, she has 10 years of experience as a professional psychologist, including the founding and management of a human resource consulting firm targeted to high potential managers and entrepreneurs. Her unusual background has enabled her to integrate a psychological perspective when evaluating industries, markets, and companies and their managements. At Provident Mutual Management Company, Ms. Burstein managed a $75 million balanced mutual fund. She also served as an Assistant Portfolio Manager for the company's $165 million Growth Fund and provided research analysis to all funds in eight consumer industry groups, with an emphasis on growth stocks. Her responsibilities also included membership in the Investment Policy Committee. Prior to founding Oakwood Capital, Ms. Burstein was Portfolio Manager at Logan Capital Group, where she managed a small capitalization growth stock portfolio. She also served as the firm's Director of Research. Ms. Burstein is a graduate of the University of Pennsylvania, where she received a BA in Literature, 1973. In 1982, she received a PhD in Psychology from Temple University. She earned her MBA at the Wharton School, University of Pennsylvania. Profile
TWST: Ms. Burstein, you have an excellent track record. Tell us how you

did so well.

Ms. Burstein: Since our inception nearly four years ago, we have had a

compound annual return of about 28%.