Phyllis Weaver

Co-Founder, Treasurer, Compliance Officer

In these roles, Phyllis oversees marketing and client services, financial accounting, and all aspects of administration. As Compliance Officer, she keeps Red Oak up to date and fully compliant with all relevant CFTC and NFA regulatory requirements. She is a principal, an associated person, and a member of the NFA.

After earning an MBA from Stanford University, Graduate School of Business, Phyllis began her investment career on the New York Institutional Sales desk of the then Goldman Sachs & Co as a Research Liaison. She moved to the High Net Worth Individual Sales group and was Vice President at the time of her departure.

Phyllis’s expertise, demonstrated both at Red Oak and at Goldman Sachs, is in attracting financial assets. She built her book of business at Goldman Sachs largely by cold-calling prospective clients, and when she and Gary Gerstein founded Red Oak, she used those same skills to put Red Oak on the CTA map. Phyllis credits her earlier academic training and career in teaching and research for her success in marketing and client services.

With an MEd in Higher Education and a PhD in Language Communications both from the University of Pittsburgh, Phyllis joined the faculty of the Harvard University Graduate School of Education where she was first an Assistant then an Associate Professor. She taught and advised masters and doctoral students; wrote and edited books and articles; secured research grants from the Office of Naval Research and The Spencer Foundation, among others; and was an author of one of the most widely used K-8 reading series in the nation. She was granted a BS in Education from Ohio State University. 

Phyllis has been an active philanthropist in urban education. She served on the Board of Directors of the Young Women’s Leadership Network in New York City, chairing the Girls’ Education Committee and with Gary Gerstein founded the Urban Education Internship Program to introduce highly intelligent and motivated undergraduate and graduate students to the Young Women’s Leadership Network’s schools and programs. Phyllis directed the program and served as mentor to the interns.

Previously, Phyllis was actively involved in development for the University of Chicago. During son Charlie Gerstein’s undergraduate years there, she was founding Chair of the Parent and Family Leadership Council, the major gifts arm of the Parents Program. She remained Chair for an unprecedented three years. Over those same years Phyllis and Gary Gerstein funded six Metcalf Summer Fellowships for University of Chicago undergraduate students to work in nonprofit organizations. In 2010 they endowed the Red Oak Odyssey Scholarship to provide support for worthy and deserving undergraduate students.

Co-Founders Phyllis Weaver and Gary Gerstein are partners in business and partners in life. They formed Red Oak three years after their marriage. Both partnerships are highly successful. For the clients it means that there are no gaps in communication and the clock doesn't stop when the office doors close. 



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Past performance is not necessarily indicative of future results. The risk of loss in trading commodities can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition.

 

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