Management Team
Patrick Malone
Patrick has eight years of investment experience, with an initial background in private equity, where he was responsible for due diligence of potential targets and executing transactions. Patrick founded Oakview Capital Management with the goal of helping investors achieve their investment objectives in a fair and transparent manner. He graduated from University of Texas at Austin where he was a four-year letterman in golf. He resides in Dallas with his wife, Elizabeth, and one-year old son.
Corey Henegar, CFA
Corey has nine years of investment experience with Westwood Holdings Group, an institutional value manager in Dallas, TX with over $10B assets under management. Corey has extensive experience in picking stocks among multiple industries, as well as managing institutional portfolios. Corey also worked on the portfolio management team of Westwood’s Small-Mid Cap Portfolio, which grew to $3B in assets under management and included a five-star rated mutual fund (WHGMX). Corey joined Oakview Capital Management where he is a member of the investment committee. He graduated with a BA in Finance from Texas Tech University, where he played on the golf team. He lives in Dallas with his wife, April, and three young boys.
Roberto Sanchez
Roberto has 14 years of investment experience. He graduated from Monterrey Technological Institute in Mexico under a full academic scholarship where he graduated with an honors degree in Economics. After completing his MBA at the Monterrey Tech and The University of Texas, he continued into the University of Pennsylvania’s Ph. D. program in managerial economics. He then joined the World Bank in Washington D.C. as a financial economist and later as an investment officer. Roberto moved to Houston, TX where he joined an investment advisory firm with assets under management totaling US$600 million as Chief Analyst and a member of the firm’s investment and management committees. Roberto joined Oakview Capital Management in 2007.
Colin Boddicker
Colin has over 7 years of investment experience, beginning his career with Strategic Wealth Management as a fee based financial planner. Colin later formed his own company, Boddicker Financial Services, where he successfully developed and implemented financial plans for his clients. His main responsibilities included risk management, investment and securities planning, retirement planning, and asset protection planning. He is currently a candidate for CFP® certification. He graduated from Texas Christian University with a double degree in Finance and E-Business while also playing basketball. Colin joined Oakview Capital Management in 2009.