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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Expert Teams

Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Jeffery H. Stroman

Jeff Stroman is the Chief Investment Officer for Oxford Financial Group, Ltd. Jeff is a member of Senior Management and serves as chair for the Oxford Investment Fellows and as a member of the Value Council Committee. His primary responsibility is to lead the firm’s investment management team and develop the long-term vision, policy and strategy for Oxford’s investment services practice.

Prior to his transition to Chief Investment Officer, for over 25 years Jeff was responsible for leading and coordinating Oxford’s managing directors within the investment services of Oxford’s practice. His duties were divided between ongoing client service and supervising the activities of the consultants within the investment advisory team. 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.