ÂÜÀòÂÒÂ×

Oxford Financial Group

0 followers
‌

Oxford Financial Group, Ltd.â„¢ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).

Industries

Employees

51-200

Links


Org chart

Jeffrey H. Thomasson
CEO and Managing Director
Collapse
Sue A. McMillen
Vice President, Chief Talent Officer
Timothy M. Dean
Chief Financial Officer
Robert D. Ramsey III
Co-Managing Partner & Chief Investment Officer
Kristina R. Baron
Co Managing Partner
K. Paige Kirkland
Managing Director & Family Office Fellow
Alexandra Neff
Chief Marketing Officer
David M. Lewis
Managing Director & Oxford Investment Fellow
Jarret D. Blum
Chief Development Officer (cdo) And Managing Director
Brian Copsey
Chief Financial Officer
Robert L. Webb
Managing Director & Oxford Investment Fellow
Jared A. Nishida
Managing Director & Oxford Investment Fellow
Lorelei M. Tolson
Managing Director
Barton C. Francis
Managing Director
Cameron R. Johnson
Managing Director
Kevin W. Coquillette
Managing Director
Carl S. Jackson
Managing Director
Nicholas S. Klein
Managing Director
Julia S. Weaver
Managing Director & Family Office Fellow
Scott M. Simmons
Managing Director, The Trust Company of Oxford & Family Office Fellow
Kara J. Talbott
Managing Director & Family Office Fellow
Ryan Grand
Managing Director (Mayfair Capital Partners)
Julia Weaver
Managing Director and Family Office Fellow
Bo Ramsey
Co-managing Partner & Chief Investment Officer