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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Kristina Baron is a Managing Director with Oxford Financial Group, Ltd. Her primary responsibilities include providing a high quality, personalized experience for some of the firm’s largest family and institutional clients. She coordinates Oxford’s vast array of investment and wealth protection strategies focusing primarily on Oxford’s unique Aspirational and Niche Growth solutions.
A relationship built on trust is what I strive for with all of my clients and I am committed to continuously working toward this with the highest level of integrity, accessibility, follow-up and personalized service. Fully understanding what is of utmost importance to my clients and providing unbiased advice to help them achieve it is my ultimate goal.
Prior to joining Oxford, Kristina served as a Vice President and Regional Director for Goldman, Sachs & Co., where she served over 500 respected advisors throughout the Pacific Northwest. In this role, Kristina was amongst the Top 10 Regional Directors nationally and mentored financial professionals, institutions and ultra-high net worth clients on the proper placement of specific Goldman Sachs solutions including hedge funds, private equity, mutual funds and ETF’s. She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting. Prior to her seven years at Goldman, she spent several years at Fidelity Investments and has spent her career aiding clients in investment strategy, banking, business development and client relationship management.
Kristina earned her Masters of Business Administration, graduating summa cum laude with concentrations in Global Finance and Global Business Leadership from Johnson & Wales University in Providence, Rhode Island. She also earned her Bachelor of Science degree in Financial Services Management with honors from Johnson & Wales University. Kristina is currently pursuing her Certified Financial Planner TM designation.
An Indiana native, Kristina, her husband Michael and two children live in Brownsburg and enjoy spending time at their lake property on the weekends. They are passionate about giving back to the communities they live in through various child advocacy organizations and shelters.