|“'I alone cannot change the world, but I can cast a stone across the water to create many ripples,’ (Mother Teresa) which is to have an impact on our clients and our firm.”|
About catherine e. farley, CPA (Inactive)
Catherine Farley is the Chief Financial Officer (CFO) and Chief Administrative Officer (CAO) for Oxford Financial Group, Ltd. She is the chair of the Senior Leadership and Risk Management Committees and a member of the Value Council Committee and the Oxford Executive Council. Catherine oversees and is responsible for client service, technology, compliance, finance, and daily operations.
Prior to joining Oxford, Catherine served as Executive Vice President and Chief Operating Officer at OBS Financial Services in Perrysburg, Ohio. In that role, she was responsible for leading strategic initiatives, compliance, finance, human resources, information technology, client service and operations.
Catherine graduated from the University of Michigan Ross School of Business with a Bachelor of Business Administration, emphasis in Accounting. She went on to complete the Securities Industry Institute (SII) Wharton/Securities Industry and Financial Markets Association (SIFMA) three year leadership program. She was a former Allied Member of the New York Stock Exchange. She holds a CPA certification (inactive).
Catherine is married with two furry kids. She enjoys the theater and fitness activities including Pilates, TRX and Barre.