About Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Brian Copsey serves as Chief Financial Officer (CFO) for Oxford Financial Group, Ltd., providing executive leadership and strategic oversight of the firm’s finance organization. He is a member of the Senior Leadership Team and Value Council.
As the CFO of Oxford, Brian brings a wealth of experience in financial leadership and a balanced approach to operational and financial challenges. His background spans Fortune 100 corporate finance, direct investing and M&A advisory, complemented by his expertise in technical accounting. Throughout his career, Brian has proven adept at identifying key insights and crafting innovative solutions to complex financial issues.
Before joining Oxford, Brian served as Senior Vice President of Finance and Capital Markets for a family office, where he led critical project financing initiatives, sourcing and securing debt and mezzanine financing and managing significant investment activity. Prior roles include senior financial positions at United Airlines, Brookfield Asset Management, Pine River Capital Management and PwC, where he delivered strategic financial planning, operational oversight and market research in various high-impact capacities.
Brian received his Bachelor of Business Administration and his Master of Accounting (MAcc) from the University of Wisconsin. He is a Chartered Financial Analyst® (CFA® charterholder) and received his Certified Public Accountant (CPA) certificate. Brian is an active member of the CFA Society of Indianapolis.
Brian serves as an Advisory Board Member for the Faith & Action Project, a multi-sector, interfaith, collaborative approach to inspiring a pathway from poverty to prosperity in Central Indiana.
Brian resides in Indianapolis with his wife, their son and their Labradoodle. In his leisure time, he enjoys golfing, paddle tennis, running and traveling.
