Portfolio Managers

Mitchell Williams, CFA | Portfolio Manager – Fundamental Large Cap Value

Mitch serves as vice president and portfolio manager. He joined the firm in April 2002 as a senior research analyst covering industrial and basic materials stocks for OppenheimerFunds Value investment team. He began his investment career in 1995 as a financial analyst for Barnett Bank & Trust Company. Previously, Mitch held equity research positions with Deutsche Bank and Credit Suisse First Boston. Most recently, he was vice president, equity research analyst for the Evergreen Funds. Mitch holds a B.A. from the University of Florida and an M.B.A. in finance from New York University’s Stern School of Business and has earned the Chartered Financial Analyst designation.



Research Analysts

David Moore | Senior Research Analyst – Value Equity

David Moore serves as vice president and senior research analyst for the Oppenheimer Value Equity team. He joined the firm in September 2008 and covers the energy and utility sectors. He began his investment career in 1999 as an analyst for Donaldson, Lufkin & Jenrette, Inc. Prior to joining OppenheimerFunds, David held equity research positions with RNK Capital, George Weiss Associates and Morgan Stanley. David holds a B.A. from Trinity College and an M.B.A. from Columbia Business School.

Daryl Armstrong | Research Analyst – Value Equity

Daryl serves as vice president and research analyst for the OppenheimerFunds Value team. He joined the firm in July 2010 and covers the technology and telecommunications sectors. Daryl began his investment career in 1993 as a financial consultant at Merrill Lynch. Prior to joining OppenheimerFunds, Daryl held equity analyst positions with various firms including Seasons Capital Management, Citigroup Investment Research and Brown Brothers Harriman. Daryl holds a Bachelor’s degree in economics from Louisiana State University and an M.B.A. from Columbia Business School.

Michael Leskinen, CFA | Research Analyst – Value Equity

Michael serves as vice president and analyst for the OppenheimerFunds Value team. He joined the firm in May 2009 and overs industrials and basic materials for the value team. Before joining OppenheimerFunds, Inc., Michael was a vice president and senior analyst at ING Investment Management covering basic materials. Prior to that position he was an assistant vice president and portfolio manager for the ING Large Cap Value Fund. Michael graduated Summa Cum Laude from The W.P. Carey School of Business at Arizona State University with a B.S. in finance. He received his Masters degree from The Wharton School at the University of Pennsylvania, where he was named as a Palmer Scholar. Michael has earned the Chartered Financial Analyst designation.

Misha Lozovik | Research Analyst – Value Equity

Misha serves as vice president and analyst for the OppenheimerFunds Value team. He joined the firm in October 2005 and covers the healthcare and consumer staples sectors. Prior to joining the firm, Misha was a senior director at Care Capital/Clinical Development Capital, LLC. He holds a Bachelor’s degree from the University of California at Berkeley and an M.B.A. from The Wharton School at the University of Pennsylvania.

Robert Herz, CFA | Research Analyst – Value Equity

Robert serves as vice president and research analyst for the OppenheimerFunds Value team. He joined the firm in January of 2011 covering the financial sector. Robert began his investment career with 1838 Investment Advisors in 1989. Prior to joining OppenheimerFunds, Inc., Robert was a Managing Director with John W. Bristol & Co. Inc. He earned his B.B.A. in accounting from Hofstra University and his M.B.A. in Finance from the University of Chicago. Robert has earned the Chartered Financial Analyst designation.

Philip Capone | Junior Research Analyst – Value Equity

Philip is a junior analyst on the Value Equity Team. Prior to joining the firm in May 2010, he held various research positions at Arcadia Capital Advisors, Oppenheimer & Co. and Capital One Southcoast. He received his B.S. in Finance, summa cum laude, from Louisiana State University and is a Level II candidate in the CFA Program.

T.J. Chun | Junior Research Analyst – Value Equity

T.J. Chun is a junior analyst on the Value Equity Investments Team. Prior to joining the firm in July 2010, T.J. was an Associate Director in the Real Estate, Lodging & Leisure group at UBS Securities LLC. T.J. holds a Bachelor of Science degree from Boston College with a concentration in Finance and Economics.

Richard Lai | Junior Research Analyst – Value Equity

Richard is a junior analyst on the Value Equity Team. Prior to joining the firm in July 2010, Richard was an associate in the Portfolio Analytics Group at BlackRock. Richard holds a B.S.E. in Economics from the University of Pennsylvania, with a concentration in Finance and Accounting.



Contributing Portfolio Managers

Michelle Borré, CFA | Portfolio Manager – Quest Opportunity / Capital Income

Michelle Borré serves as vice president and portfolio manager of Oppenheimer Quest Opportunity Value Fund. Additionally, Michelle is co-manager of Oppenheimer Capital Income Fund. Previously, she served as a Senior Research Analyst covering special situations for OppenheimerFunds' Value investment team. Prior to joining OppenheimerFunds in 2003, Michelle held various positions at J&W Seligman, including Managing Director and Partner. Michelle received her Bachelors degree from Barnard College, Columbia University, where she graduated Cum Laude and with Departmental Honors. She holds a Masters degree from Columbia Business School with membership in Beta Gamma Sigma National Honor Society. At Columbia, she also served as an Adjunct Assistant Professor of Finance and Economics from 2003-2005; and served on the Executive Advisory Board at The Heilbrunn Center for Graham and Dodd Investing at Columbia Business School from 2004-2005. She also holds the Chartered Financial Analyst designation.

Michael Levine, CFA | Portfolio Manager – Equity Income

Mike serves as vice president and manager of the Equity Income strategy and related strategies. He joined the firm in June 1994. Prior to joining the firm, he was a research analyst and portfolio manager at AMAS Securities. Previously, Mike was an analyst in the capital markets group at Lehman Brothers and in corporate finance with Janney Montgomery Scott. Mike is a graduate of the Wharton School at the University of Pennsylvania and has earned the Chartered Financial Analyst designation.



Investment Specialist

Wendy Lee, CFA | Senior Client Portfolio Manager

Wendy joined Oppenheimer Funds as a Senior Client Portfolio Manager in April 2011. In this capacity she is responsible for articulating the investment philosophy, process, strategy and performance on behalf of both the Value and Main Street Domestic Equity Teams. Wendy began her career in asset management at American National Bank in Chicago as a quantitative analyst in its Investment Management Division. From 1985 through 1992 Wendy was a partner at Brinson Partners where she worked as a Senior Equity Analyst and was a member of the Asset Allocation and Portfolio Construction Committees. In 1992 Wendy joined Equinox Capital Management where she worked until its closing in 2008. Wendy started with Equinox as Director of Fundamental and Quantitative Research and in 1998 she created the Core Value Equity Strategy which she managed until year-end 2006. Wendy was also CEO of Equinox and had responsibilities for new business development, client relationship management, and operations management. Most recently Wendy was the founding partner of FarView Capital Advisors. At FarView Wendy consulted on a variety of projects including providing asset allocation guidance to a large internationally based family trust, and creating web content and market messaging for hedge fund start-ups. Wendy received her MBA with honors for highest achievement in Finance and Accounting from the University of Chicago. She was graduated Summa cum laude, Phi Beta Kappa from Rutgers College and received an AB with highest departmental distinction in Economics. She is a CFA Charterholder.