Leadership
Jeffrey A. Hale AIFA® , Partner & President Email: jhale@OdingardCM.com (404) 917-6100
Jeff is our Chief Portfolio Officer overseeing the modeling, construction, and management of each Client portfolio in conjunction with our West Coast-based asset management office. He also leads our Pension Team focusing on Risk Management. He has broad experience in all aspects of asset management, retirement planning, portfolio analysis and management, as well as design and implementation of qualified and non-qualified retirement plans for Individuals, Families, Business Owners, and Employees. His career experience includes roles at T. Rowe Price, Merrill Lynch, and Invesco. He is a recognized expert in delivering ERISA 3(16), 3(21) and 3(38) fiduciary services. Jeff holds an M.A. in Organizational Communication from the University of Wisconsin, and dual B.A.s in Psychology and Communication from the University of South Florida. He earned the professional designation of Accredited Investment Fiduciary Analyst. AIFA® designees are among the few financial pofessionals with certified knowledge in both prudent assessment processes and investment principles. He is securities licensed in multiple states, and is also a member of the American Society of Pension Professionals & Actuaries.
Dan W. Duke, MBA, J.D., Sr. Executive Vice President Retirement Income Email: dduke@OdingardCM.com (918) 406-2246
Based in our US Client Services office in Tulsa, Dan leads our Retirement Income Specialists team in developing and delivering actively managed Financial Plans that are uniquely designed to fit the needs of each of our individual Clients, and Families. Dan oversees plan construction to include coordinated investments, superior income, risk management, and trust protection. He brings 35 years of experience in corporate compensation and benefits planning, finance, and contract administration to our team. Dan earned his undergraduate degree in Business Administration from the University of Kansas. He holds a Masters of Business Adminsitration from the Kelly School of Business at Indiana University, and a Juris Doctor from the University of Tulsa College of Law.
Lars B. Obel, Founder, Chief Financial Officer
A founding member of Odingard Capital Management, Lars is a native of Denmark with extensive international business and finance experience. Educated as a scientist and engineer at the Technical University of Denmark, Lars brings a wealth of executive experience and deep knowledge of global markets and understanding of geopolitical implications in investing.
Scott Albertson, Founder & CEO
Scott founded Odingard with the belief that Wall Street is not always the best solution for Main Street. He directly serves Clients in multiple countries and across the income and experience spectrum with the mission to deliver high level Fiduciary advice to every investor with whom we engage. His vision to provide world-class financial education, service, and tailored solutions to each individual Investor has garnered the Firm multiple Elite Advisor awards over the years. Born in Chicago, Scott grew up In Houston, Texas and Broken Arrow, Oklahoma, and earned his degree from Oklahoma State University in Stillwater.
Investment Management Team
The elite professionals that form our Investment Team were selected because they come from diverse backgrounds, life experiences, educational training, and industry exposure. That diversity helps us understand the global markets and proper risk strategy from a variety of perspectives which is key to our asset management methodology. Our strength is constructing and managing your personal endowment-style portfolio in a custom Separately Managed Account crafted to consistently beat the market dips, corrections, and crashes, and deliver superior upside in good markets, at a fraction of industry-standard managed fund fees.
Each of our Portfolio Managers hold at least one of the following distinctions: Chartered Financial Analyst®, Chartered Financial Planner®, Accredited Investment Fiduciary Analyst®, Certified Public Accountant, or Masters Business Adminstration. Their collective backgrounds and singular investment philosophy precisely represent OCM's core mission and methodology.
Our portfolio team manages all oversight and functions of your equity portfolio without managers of managers, mutual funds, or other third party influences, which facilitates our ability to deliver elite-level results at a fraction of managed and hedge fund fees. Our asset management team currently directs $2.5 Billion in Client Assets Under Management.
All of us at Odingard Capital Management are committed to serving the financial and estate interests of every person with whom we engage, and believe education and diversification can ultimately mitigate risk, maximize returns, increase tax efficiencies, reduce fees, and provide the financial lifestyle and security you deserve.
Odingard Capital Management is a Fee-Only Fiduciary Registered Investment Advisor serving multiple states. US Client Services are headquartered in Tulsa, Oklahoma.
Odingard Capital Management is an Asset Manager and Retirement Income Specialist serving Clients with individualized Retirement and Estate Planning solutions. Members and Associates of the firm hold insurance licenses in multiple states.
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