Catherine Farley is Chief Financial Officer (CFO) for Oxford Financial Group, Ltd. She is a member of the Senior Management Committee, Value Council Committee and is responsible for the finances of Oxford.
‘I alone cannot change the world, but I can cast a stone across the water to create many ripples,’ (Mother Teresa) which is to have an impact on our clients and our firm.
Prior to joining Oxford, Catherine served as Executive Vice President and Chief Operating Officer at OBS Financial Services in Perrysburg, Ohio. In that role, she was responsible for leading strategic initiatives, compliance, finance, human resources, information technology, client service and operations.
Catherine graduated from the University Of Michigan Ross School Of Business with a Bachelor of Business Administration, emphasis in Accounting. She went on to complete the Securities Industry Institute (SII) Warton/SIFMA three year leadership program. She was a former Allied Member of the New York Stock Exchange. She has a Series 65 license. She holds a CPA certification (inactive) and previously held FINRA Series 7, 27, 24, 53, and 55 licenses.
Catherine is married with two furry kids. She enjoys fitness activities including Pilates, TRX and Barre, and is theater season ticket holder.