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About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Carl S. Jackson, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
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
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
White Papers
Careers
Contact Us
Menu
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Carl S. Jackson, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
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
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
White Papers
Careers
Contact Us
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Search
Search
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Carl S. Jackson, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
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
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
White Papers
Careers
Contact Us
About
The Oxford Advantage
Mission Statement
Top Ranked RIA
Privacy and Security
Career Opportunities
Annual Reports
Leadership
Managing Directors
Jeffrey H. Thomasson, MBA, CFP®
Kristina R. Baron, MBA
Jarret D. Blum, CWS®
Jason R. Brinks, CFP®
Charles R. Carter, CFP®, CEPA
Laura J. Clark, CFA
Kevin W. Coquillette
C. Richard Davis II, JD, CFP®
Andrew D. Filauro, MBA
Barton C. Francis, MST, CFP®, CIMA®
Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
Nicholas S. Klein, MBA, CAIA
Zachary S. Littleton, MBA
Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP®
Grayson E. Miller
J. Parker Mitchell, MBA, CFA, CFP®
Peter N. Reist, CPA/PFS, AIF®
H. Tyler Rosser, JD, CFP®
Jeffery H. Stroman, CPA (Inactive)
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™
Robert M. Twitchell, MBA, CFA
S. Bowden “Bo” Wilkins, C
H
FC®, CAP®, CLU®
Julia S. Weaver, JD, LL.M.
Tim E. Wittenbrook, CFP®
Family Office Services
Scott M. Simmons, JD, LL.M.
Kara J. Talbott, MSIA, CPA/PFS, CFP®
Julia S. Weaver, JD, LL.M.
Investment Management Group
Kristina R. Baron, MBA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Ben A. Ault, MSc
Daniel J. Ford, CFA, CAIA, PRM™
Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Jared A. Nishida, CFA
Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Robert L. Webb, MBA, CFA
Carl S. Jackson, MBA, CFA
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Services
Investment Advisory Services
Investment Philosophy
Manager Selection
Private Market Solutions
Mayfair Capital Partners™
Oxford Investment Fellows
Professional Fees
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Private Family Services of Oxford
®
Personal Financial Support
Administrative Support
Family Entity Support
Philanthropic Support
The Trust Company of Oxford
TM
Trustee Services
Other Fiduciary Roles
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
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
White Papers
Careers
Contact Us
Investment Management Group
Oxford employs research developed by a dedicated team of investment professionals, the Oxford Investment Fellows
®
.
Ben A. Ault, MSc
Managing Director, Private Equity & Oxford Investment Fellow
612.444.5852
bault@ofgltd.com
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Ben A. Ault, MSc
0
Kristina R. Baron, MBA
Co-Managing Partner & Managing Director
317.805.5166
kbaron@ofgltd.com
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Kristina R. Baron, MBA
Daniel J. Ford, CFA, CAIA, PRM™
Managing Director & Oxford Investment Fellow
317.805.5067
dford@ofgltd.com
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Daniel J. Ford, CFA, CAIA, PRM™
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Carl S. Jackson, MBA, CFA
Director
317.805.5065
cjackson@ofgltd.com
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Carl S. Jackson, MBA, CFA
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Cameron R. Johnson, MBA, CFA
Managing Director & Oxford Investment Fellow
612.379.4509
cjohnson@ofgltd.com
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Cameron R. Johnson, MBA, CFA
David M. Lewis, CFA, CAIA
Managing Director & Oxford Investment Fellow
312.525.3275
dlewis@ofgltd.com
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David M. Lewis, CFA, CAIA
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Jared A. Nishida, CFA
Managing Director & Oxford Investment Fellow
612.379.4511
jnishida@ofgltd.com
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Jared A. Nishida, CFA
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
Co-Managing Partner & Chief Investment Officer
317.805.5124
rramsey@ofgltd.com
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Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
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Ty Schlobohm
Managing Director, Mayfair Capital Partners™
612.379.4501
tschlobohm@ofgltd.com
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Ty Schlobohm
Ryan T. Shidler, CFA, CAIA
Managing Director & Oxford Investment Fellow
317.805.5161
rshidler@ofgltd.com
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Ryan T. Shidler, CFA, CAIA
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Robert L. Webb, MBA, CFA
Managing Director & Oxford Investment Fellow
317.805.5083
rwebb@ofgltd.com
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Robert L. Webb, MBA, CFA
0
