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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Tim Wittenbrook is a Managing Director with Oxford Financial Group, Ltd. Prior to joining Oxford, Tim was an Executive Director at JPMorgan Asset Management and a Vice President of Fidelity Investments.
Tim has worked in the financial services industry for nearly 30 years, advising families and institutions on asset allocation, investment manager selection and fiduciary risk management. His expertise also extends to corporate retirement plans, helping companies with investment menu selection, ongoing investment monitoring and plan design to help meet fiduciary requirements. In addition to being a member of Oxford’s Retirement Plan Committee, he is an active Certified Financial PlannerTM professional and a member of the Investment Management Consultants Association.
Oxford’s clients receive the ultimate benefit from our commitment to independence and objectivity: a true partner that is working, 100 percent of the time, only in their best interests. This is a perfect combination with my own passion and focus to first reach a deep understanding of what really matters to my clients and then to continually deliver the very best ways to achieve those goals.
Tim is a native of the Cincinnati area and resides with his wife, Michelle, in Montgomery. They have five children and have been involved in a diverse group of charitable organizations. They are particularly interested in efforts that benefit children.
Tim graduated from Miami University, Farmer School of Business, with a Bachelor’s degree in Finance. He returned to his hometown to bring leadership and commitment to the Cincinnati market and community. He is a member of United Way Tocqueville Society, Cincinnati USA Regional Chamber, the Goering Center, the Cincinnati Association for Corporate Growth, Queen City Club and Kenwood Country Club.