Oxford Leadership
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Jeffrey H. Thomasson, MBA, CFP® CEO & Managing Director
Kristina R. Baron, MBA Co-Managing Partner & Managing Director
Karen H. Mersereau, MST, CPA/PFS, CFP®, CIMA®
Managing Director
Zachary S. Littleton, 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
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
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
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
Kristina R. Baron, MBACo-Managing Partner & Managing Director
Karen H. Mersereau, MST, CPA/PFS, CFP®, CIMA®Managing Director
Zachary S. Littleton, MBAManaging Director
Jason R. Brinks, CFP®Managing Director
Jarret D. Blum, CWS®Chief Development Officer & Managing Director
Laura J. Clark, CFAManaging Director
Tim E. Wittenbrook, CFP®Managing Director
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®Managing Director
Carl S. Jackson, MBA, CFAManaging Director & Oxford Investment Fellow
Barton C. Francis, MST, CFP®, CIMA®Managing Director
Tania A. DeVries, JDManaging Director
Kevin W. CoquilletteManaging Director
Ty SchlobohmManaging Director, Mayfair Capital Partners™
Jared A. Nishida, CFAManaging Director & Oxford Investment Fellow
J. Parker Mitchell, MBA, CFA, CFP®Managing Director
Kara J. Talbott, MSIA, CPA/PFS, CFP®Managing Director & Family Office Fellow
Peter N. Reist, CPA/PFS, AIF®Managing Director
Alexandra L. NeffChief Marketing Officer
Ryan T. Shidler, CFA, CAIAManaging Director & Oxford Investment Fellow
Susan E. Hagley, MSTManaging Director & Family Office Fellow
S. Bowden “Bo” Wilkins, ChFC®, CAP®, CLU®Managing Director
Julia S. Weaver, JD, LL.M.Managing Director & Family Office Fellow
Brian D. Copsey, MAcc, CFA, CPA (Inactive)Chief Financial Officer
Scott M. Simmons, JD, LL.M.Managing Director & Family Office Fellow
Robert M. Twitchell, MBA, CFAManaging Director
Charles R. Carter, CFP®, CEPAManaging Director
H. Tyler Rosser, JD, CFP®Managing Director
Andrew D. Filauro, MBAManaging Director
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™Managing Director
Grayson E. MillerManaging Director
Nicholas S. Klein, MBA, CAIAManaging Director
Ben A. Ault, MScManaging Director, Private Equity & Oxford Investment Fellow
David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow
Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow
Jeffery H. Stroman, CPA (Inactive)Managing Director
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCPChief Talent Officer
Robert L. Webb, MBA, CFAManaging Director & Oxford Investment Fellow
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIACo-Managing Partner & Chief Investment Officer
C. Richard Davis II, JD, CFP®Managing Director
Daniel J. Ford, CFA, CAIA, PRM™Managing Director & Oxford Investment Fellow
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
