Ryan T. Shidler, CFA, CAIA

Managing Director & Oxford Investment Fellow

Ryan T. Shidler, CFA, CAIA
“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 he is responsible for investment manager sourcing, due diligence, asset allocation and portfolio construction. His expertise also includes investment strategy, capital market research and portfolio analysis.

Before joining Oxford, Ryan was a financial analyst at Regions Financial Corporation within the asset management group where 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.