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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Jeff Stroman serves Oxford Financial Group, Ltd. as Chairman of the Oxford Investment Board. In this role, Jeff leads Oxford’s planning, oversight and supervision of both the Chief Investment Officer and the Oxford Investment Fellows. Jeff also serves as a member of Oxford’s Board of Directors and the Value Council.
I believe in utilizing the extensive experience, judgment and expertise of our Chief Investment Officer and each member of the Oxford Investment Fellows to develop asset allocation policy, strategy and unique solutions that are the foundation of Oxford’s investment advisory service.
Prior to his transition to Chairman of the Oxford Investment Board, Jeff served as Oxford’s Chief Investment Officer. Prior to that, he spent over 25 years advising clients and coordinating the Managing Directors within the investment services practice. Jeff’s client service responsibilities included advising institutions, private trusts and families.
Jeff graduated with academic distinction from Mississippi State University (MSU), where he lettered four years on a basketball scholarship while completing a Bachelor’s degree from the MSU College of Business and Industry. After graduation, he worked with a Big Eight public accounting firm and also received his Certified Public Accountant (CPA) certificate. He later served as a financial analyst for Stokely-Van Camp and as a successful investment broker. Immediately prior to joining Oxford, Jeff served as a branch manager for a New York Stock Exchange brokerage firm.