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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Seema Ackerman is a Managing Director with Oxford Financial Group, Ltd. Her primary responsibilities include managing firm resources to deliver a superior, outcome-based relationship for ultra-high net worth families. She uses her expertise to guide multiple generations in the execution of the family’s master plan.
Serving as an advisor in any capacity is a privilege. That privilege has to be earned through trust and through a commitment to advancing my clients’ best interests. I am constantly humbled by this role and strive to protect, preserve and grow my clients’ legacy on a daily basis.
Prior to joining Oxford, Seema spent more than a decade at Goldman Sachs, most recently as Vice President and Regional Director in the firm’s asset management division. While at Goldman, Seema served in a consultative capacity to some of the Midwest’s top trust and investment advisors providing advice across the entire portfolio spectrum. She provided expertise on transactions that included liquidity solutions, domestic and international fixed income, equities and alternative investments primarily in the private equity and hedge fund space. As a recognized national leader in sales, Seema served on Goldman Sach’s leadership council. Additionally, she was a subject matter expert for the firm on portfolio construction, her views on the economy, capital markets and practice management.
Prior to Goldman Sachs, Seema worked at JPMorgan Asset Management, advising institutional clients on portfolio allocation and construction. Seema began her career as an investment banker at Deutsche Bank Securities, focusing on mergers and acquisitions in the paper and forest products sector.
Seema graduated with honors from the University of Illinois at Urbana-Champaign, earning a Bachelor of Science in Finance with a minor in Technology and Management. She also earned her Masters of Business Administration from Northwestern University’s Kellogg School of Management.
A Chicago native, Seema met her husband, Paul, in high school and they have two young daughters. Paul is a Neurosurgeon practicing at a Chicago-area hospital. The child of first generational immigrants from Mumbai, Seema speaks Marathi fluently and enjoys traveling with her family, cycling and taking an active role in her community.