The Oxford Partners represent some of the industry’s best and brightest leaders who are fully focused on meeting and exceeding our clients' expectations. At Oxford, you work directly with one or more of these Partners. When we say ‘Owners working with owners, families and discriminating institutions,’ we mean it literally.
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA® 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, CPA/PFS, CFP®, CIMA® Managing Director
Jason R. Brinks, CFP®, CTFA Managing Director
Laura J. Clark, CFA Managing Director
Josiah P. Sears 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
Catherine E. FarleyChief Financial Officer
Josiah P. Sears Managing Director
C. Richard Davis II, J.D., CFP® Managing Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Laura J. Clark, CFA Managing Director
Josiah P. Sears Managing Director
