Meet the team

The name “Two Oaks” represents the following:

  • Two represents partnership. Partnership between the founders. Partnership between Two Oaks and the Investment Professionals offering our investment solutions. Partnership between Two Oaks and the shareholders.
  • Oak trees symbolize strength, longevity and durability – characteristics we value when making investment decisions
  • Oak trees are native to California as are the firm’s two founders

Recognizing investors are interested in more than just numbers on a piece of paper, Two Oaks Investment Management, LLC incorporates common-sense investment disciplines when constructing a portfolio.

Blake serves as the lead portfolio manager responsible for the day to day management of the Fund. Blake is the majority owner of the Fund Manager – Two Oaks Investment Management, LLC. In addition to the Fund, Blake serves as lead portfolio manager for Montecito Investment Portfolios offered through Crowell Weedon Asset Management. A graduate of UC Santa Cruz and third-generation native of California, Blake spends his free time enjoying the company of his daughter Vanessa and son Mason as well as playing golf, skiing, and traveling.

Blake Todd, AIFWatch BioRead Bio

Portfolio Manager

Jarrett Perez, CFA

Jarrett serves as co-manager of the Fund. Jarrett is a minority owner of the Fund Manager – Two Oaks Investment Management, LLC. In addition to the Fund, Jarrett serves as co-manager for Montecito Investment Portfolios offered through Crowell Weedon Asset Management. A graduate of CSU, Fresno, Jarrett spends his free time with his wife Sarah, daughters Lily, Chloe, Anna, & son Aidan. Jarrett is an avid sports fan and enjoys playing basketball, tennis, & golf.

Jarrett Perez, CFAWatch BioRead Bio

Associate Portfolio Manager