Oxford Leadership
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Jeffrey H. Thomasson, MBA, CFP® CEO & Managing Director
Debora A. Bennett, CFP® Managing Director
Debora A. Bennett, CFP® Managing Director
Seema J. Ackerman, MBA Managing Director
Nicholas S. Klein, MBA, CAIA Managing Director
C. Richard Davis II, J.D., CFP® Managing Director
Nicholas S. Klein, MBA, CAIAManaging Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Kristina R. Baron, MBA Managing Director & Chairman of the Oxford Investment Board
Karen H. Mersereau, MST, CPA/PFS, CFP®, CIMA® Managing Director
Jason R. Brinks, CFP®, CTFA Managing Director
Jason R. Brinks, CFP®, CTFA Managing Director
Ty SchlobohmManaging Director
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExPManaging Director
J.P. Simmons, CFP®, CLU®Chief Practice Development Officer
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCPChief Talent Officer
Tim E. Wittenbrook, CFP®Managing Director
Robert M. Twitchell, MBA, CFAManaging Director
Scott F. Rewey, MBA, CFP®Managing Director
Charles R. Carter, CFP® Managing Director
K. Paige Kirkland, J.D.Managing Director
Peter N. Reist, CPA/PFS, AIF® Managing Director
Timothy M. Dean, CPAChief Financial Officer, Retired
Timothy M. Dean, CPAChief Financial Officer, Retired
Andrew D. Filauro, MBAManaging Director
Andrew D. Filauro, MBAManaging Director
Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow
David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow
Jeffery H. Stroman, CPA (Inactive)Managing Director & Oxford Investment Board
Kara J. Talbott, CPA/PFS, CFP®Senior Wealth Strategist & Family Office Fellow
Robert L. Schaefer, CFA, CFP®Director, Investment Research & Oxford Investment Fellow
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Ryan T. Shidler, CFA, CAIAManaging Director & Oxford Investment Fellow
Jared A. Nishida, CFAManaging Director & Oxford Investment Fellow
Laura J. Clark, CFA Managing Director
Josiah P. Sears Managing Director
C. Richard Davis II, J.D., CFP® Managing Director
Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow
David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow
Jeffery H. Stroman, CPA (Inactive)Managing Director & Oxford Investment Board
Kara J. Talbott, CPA/PFS, CFP®Senior Wealth Strategist & Family Office Fellow
Robert L. Schaefer, CFA, CFP®Director, Investment Research & Oxford Investment Fellow
Daniel J. Ford, CFA, CAIA, PRMManaging Director & Oxford Investment Fellow
C. Richard Davis II, J.D., CFP® Managing Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Jeffrey H. Thomasson, MBA, CFP®CEO & Managing Director View Bio
Kristina R. Baron, MBACo-Managing Partner & Managing Director View Bio
Karen H. Mersereau, MST, CPA/PFS, CFP®, CIMA®Managing Director View Bio
Jarret D. Blum, CWS®Chief Development Officer & Managing Director View Bio
Jason R. Brinks, CFP®Managing Director View Bio
Laura J. Clark, CFAManaging Director View Bio
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™Managing Director View Bio
Tim E. Wittenbrook, CFP®Managing Director View Bio
Zachary S. Littleton, MBAManaging Director View Bio
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®Managing Director View Bio
Barton C. Francis, MST, CFP®, CIMA®Managing Director View Bio
Kevin W. CoquilletteManaging Director View Bio
Ty SchlobohmManaging Director, Mayfair Capital Partners™ View Bio
Robert M. Twitchell, MBA, CFAManaging Director View Bio
Charles R. Carter, CFP®, CEPAManaging Director View Bio
Kara J. Talbott, MSIA, CPA/PFS, CFP®Managing Director & Family Office Fellow View Bio
Peter N. Reist, CPA/PFS, AIF®Managing Director View Bio
J. Parker Mitchell, MBA, CFA, CFP®Managing Director View Bio
Ryan T. Shidler, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio
S. Bowden “Bo” Wilkins, ChFC®, CAP®, CLU®Managing Director View Bio
Jared A. Nishida, CFAManaging Director & Oxford Investment Fellow View Bio
Julia S. Weaver, JD, LL.M.Managing Director & Family Office Fellow View Bio
Scott M. Simmons, JD, LL.M.Managing Director & Family Office Fellow View Bio
Brian D. Copsey, MAcc, CFA, CPA (Inactive)Chief Financial Officer View Bio
H. Tyler Rosser, JD, CFP®Managing Director View Bio
Andrew D. Filauro, MBAManaging Director View Bio
Grayson E. MillerManaging Director View Bio
Nicholas S. Klein, MBA, CAIAManaging Director View Bio
C. Richard Davis II, JD, CFP®Managing Director View Bio
Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow View Bio
Jeffery H. Stroman, CPA (Inactive)Managing Director View Bio
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCPChief Talent Officer View Bio
Robert L. Webb, MBA, CFAManaging Director & Oxford Investment Fellow
View Bio
David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio
Ben A. Ault, MScManaging Director, Private Equity & Oxford Investment Fellow View Bio
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIACo-Managing Partner & Chief Investment Officer View Bio
Daniel J. Ford, CFA, CAIA, PRM™Managing Director & Oxford Investment Fellow View Bio
Elizabeth A. KiserDirector, Marketing and Communications
Jennifer L. Emery, MBA, MJ, CRCMCEO, The Trust Company of Oxford™
Robin L. BurianDirector, Private Market Services
Travis R. Armstrong, MBA, CFS®Senior Director, Technology & Private Market Operations
Lauri J. EmerySenior Director, Administrative Services
Keenan P. Call, JD, CPWA®, ABFP™Director, Family Office Services
Kathleen K. Gadus, CPAController
Missy A. Reichert, CFP®Senior Director, Client Service
M. Breeze Krumm, CAMS®Chief Compliance Officer
