General Investing >> Money Manager Interviews >> October 30, 2000
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
did so well.
Ms. Burstein: Since our inception nearly four years ago, we have had a
compound annual return of about 28%.
