Ryan T. Shidler, CFA, CAIA

Managing Director & Oxford Investment Fellow

“Developing a disciplined approach combined with understanding risk are foundational for successful investing. Oxford’s long history of accessing top investment managers, creating strong alignment of interests and maintaining a long‐term perspective have been instrumental for our clients in their pursuit of wealth enhancement.”

About Ryan T. Shidler, CFA, CAIA

Ryan Shidler is a Managing Director and Oxford Investment Fellow® with Oxford Financial Group, Ltd. In this role, his responsibilities include sourcing, evaluation, execution and management of direct private investments for Mayfair Capital Partners and ongoing support of existing portfolio companies. Additionally, he is responsible for manager sourcing, evaluation, execution and management of private market funds and co-investment opportunities. Ryan also serves as a key member across Oxford’s private market investment committees including the Mayfair Investment Committee, Regent Street and Co-Investment.

Before joining Oxford, Ryan was a Financial Analyst at Regions Asset Management, a business group within Regions Bank that provides investment management services. In that role he analyzed client portfolios, provided performance commentary and attribution analysis on equity and fixed
income strategies.

Ryan graduation from Samford University with a Bachelor of Science degree in Business Administration with an emphasis in Finance. He is a holder of the Chartered Financial Analyst designation (CFA charterholder) and the Chartered Alternative Investment Analyst (CAIA) designation. Ryan is an active member of the CFA Society of Indianapolis and a chapter member of CAIA Chicago.

Ryan lettered four years as a tennis player while at Samford. He was the 2012 winner of the Jim Griffin Award, one of Samford Athletics’ highest honors, given annually to the “Unsung Hero” that exemplifies what it is to be a teammate.