ABOUT
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Career Opportunities
Annual Report
LEADERSHIP
Managing Directors
Jeffrey H. Thomasson
Seema J. Ackerman
Kristina R. Baron
Debora A. Bennett
Jason R. Brinks
Charles R. Carter
Laura J. Clark
C. Richard Davis
Brian W. Dykstra
Richard V. Hall
K. Paige Kirkland
Nicholas S. Klein
Karen H. Mersereau
Peter N. Reist
Scott F. Rewey
Ty Schlobohm
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Client Relationship Managers
Trent M. Maus
Kirsten E. Andrews
Daniel J. Arb
Jason S. Armbrust
Hannah J. Cash
Cason M. Cusack
Susie E. Harper
Michael E. Larson
Keith A. Millhisler
Eugene K. Park
Stephanie S. Taylor
Jacob R. Watson
Jennifer Weaver
James R. Wright
Family Office Services
Carolyn M. Bower
Susan E. Hagley
Debbie D. Martz
Jeremy L. Mertens
Keenan Pierce Call
Scott M. Simmons
Kara J. Talbott
The Trust Company of Oxford™
Lisa A. Walker
Dustin A. Brown
Lora L. White
Investment Management Group
Kristina R. Baron
Jeffery H. Stroman
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Michael A. Rosen
Robert L. Schaefer
Ryan T. Shidler
Senior Leadership
Jeffrey H. Thomasson
Catherine E. Farley
Sue A. McMillen
J.P. Simmons
Lisa A. Walker
SERVICES
Investment Advisory Services
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Direct Private Equity
Oxford Investment Fellows
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The Trust Company of Oxford™
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Other Fiduciary Roles
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Family Office Services
Bespoke Generational Solutions
Family Office Fellows
M25 Counsel
Private Family Services
Swindon Transition Counsel
TOFF.HD
Professional Fees
Institutional Consulting Services
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
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Specialized Service Team
Approach to Plan Investments
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Sue A. McMillen
February 22, 2019
Richard V. Hall
February 22, 2019
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February 22, 2019
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ABOUT
▼
The Oxford Advantage
Mission Statement
Fiduciary vs. Suitability
No. 1 RIA
Privacy and Security
Career Opportunities
Annual Report
LEADERSHIP
▼
Managing Directors
▼
Jeffrey H. Thomasson
Seema J. Ackerman
Kristina R. Baron
Debora A. Bennett
Jason R. Brinks
Charles R. Carter
Laura J. Clark
C. Richard Davis
Brian W. Dykstra
Richard V. Hall
K. Paige Kirkland
Nicholas S. Klein
Karen H. Mersereau
Peter N. Reist
Scott F. Rewey
Ty Schlobohm
Josiah P. Sears
Lorelei M. Tolson
Robert M. Twitchell
Tim E. Wittenbrook
Client Relationship Managers
▼
Trent M. Maus
Kirsten E. Andrews
Daniel J. Arb
Jason S. Armbrust
Hannah J. Cash
Cason M. Cusack
Susie E. Harper
Michael E. Larson
Keith A. Millhisler
Eugene K. Park
Stephanie S. Taylor
Jacob R. Watson
Jennifer Weaver
James R. Wright
Family Office Services
▼
Carolyn M. Bower
Susan E. Hagley
Debbie D. Martz
Jeremy L. Mertens
Keenan Pierce Call
Scott M. Simmons
Kara J. Talbott
The Trust Company of Oxford™
▼
Lisa A. Walker
Dustin A. Brown
Lora L. White
Investment Management Group
▼
Kristina R. Baron
Jeffery H. Stroman
Daniel J. Ford
Cameron R. Johnson
David M. Lewis
Jared A. Nishida
Michael A. Rosen
Robert L. Schaefer
Ryan T. Shidler
Senior Leadership
▼
Jeffrey H. Thomasson
Catherine E. Farley
Sue A. McMillen
J.P. Simmons
Lisa A. Walker
SERVICES
▼
Investment Advisory Services
▼
Investment Philosophy
Manager Selection
Alternative Investment Strategies
Direct Private Equity
Oxford Investment Fellows
Professional Fees
The Trust Company of Oxford™
▼
Trustee Services
Other Fiduciary Roles
Professional Fees
Family Office Services
▼
Bespoke Generational Solutions
Family Office Fellows
M25 Counsel
Private Family Services
Swindon Transition Counsel
TOFF.HD
Professional Fees
Institutional Consulting Services
▼
401(k), 403(b) and Participant Directed Retirement Plans
Committee-Directed Pension Plans
Endowments and Foundations
Co-Fiduciary and Fee Only Business Model
Retirement Plan Expertise
Specialized Service Team
Approach to Plan Investments
Investment Policy Statement Development
RESEARCH AND MARKET INSIGHTS
▼
COVID-19 Updates
News
e
.Newsletters
▼
e
.Insight
Investment
e
.Perspective
Videos
CONTACT
Secure Client Login
