|“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.”|
About kristina r. baron, MBA
Kristina Baron is a Managing Director with Oxford Financial Group, Ltd. Her primary responsibilities include providing an Oxford quality, personalized experience for some of the firm’s largest family and institutional clients. She coordinates Oxford’s array of investment and wealth protection strategies focusing primarily on Oxford’s unique Aspirational Solutions and Niche Growth Strategies. Kristina also serves as a member of Oxford’s Board of Directors and as Chairman of the Oxford Investment Board.
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 ETFs. She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting. Prior to Goldman, Kristina 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 a Master of Business Administration (MBA), 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.