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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®
Tania A. DeVries, JD
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, 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
Susan E. Hagley, MST
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™
Carl S. Jackson, MBA, CFA
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
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Alexandra L. Neff
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
Investment Advisory Services Locations
Chicago
Atlanta
Minneapolis
Grand Rapids
Cincinnati
Indianapolis
Palm Beach
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Family Office Services Locations
Grand Rapids
Palm Beach
Minneapolis
Indianapolis
Cincinnati
Chicago
Atlanta
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
Institutional Consulting Services Locations
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Atlanta
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Chicago
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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®
Tania A. DeVries, JD
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, 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
Susan E. Hagley, MST
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™
Carl S. Jackson, MBA, CFA
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
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Alexandra L. Neff
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
Investment Advisory Services Locations
Chicago
Atlanta
Minneapolis
Grand Rapids
Cincinnati
Indianapolis
Palm Beach
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Family Office Services Locations
Grand Rapids
Palm Beach
Minneapolis
Indianapolis
Cincinnati
Chicago
Atlanta
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
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
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Contact Us
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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®
Tania A. DeVries, JD
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, 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
Susan E. Hagley, MST
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™
Carl S. Jackson, MBA, CFA
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
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Alexandra L. Neff
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
Investment Advisory Services Locations
Chicago
Atlanta
Minneapolis
Grand Rapids
Cincinnati
Indianapolis
Palm Beach
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Family Office Services Locations
Grand Rapids
Palm Beach
Minneapolis
Indianapolis
Cincinnati
Chicago
Atlanta
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
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
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®
Tania A. DeVries, JD
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, 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
Susan E. Hagley, MST
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™
Carl S. Jackson, MBA, CFA
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
Senior Leadership
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS®
Brian D. Copsey, MAcc, CFA, CPA (Inactive)
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
Alexandra L. Neff
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
Investment Advisory Services Locations
Chicago
Atlanta
Minneapolis
Grand Rapids
Cincinnati
Indianapolis
Palm Beach
Family Office Services
Bespoke Generational Solutions
®
Family Office Fellows
M25 Counsel
Swindon Transition Counsel
®
TOFF.HD
®
Professional Fees
Family Office Services Locations
Grand Rapids
Palm Beach
Minneapolis
Indianapolis
Cincinnati
Chicago
Atlanta
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
Institutional Consulting Services Locations
Palm Beach
Indianapolis
Minneapolis
Atlanta
Cincinnati
Grand Rapids
Chicago
Insights
News
e.Newsletters
e.Insight
Investment e.Perspective
e.Telegraph
Videos
Careers
Contact Us
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TOFF.HD
M25 Counsel
Family Office Fellows
Bespoke Generational Solutions
Investment Advisory Services
Professional Fees
Oxford Investment Fellows
Manager Selection
Investment Philosophy
Private Market Solutions
Mayfair Capital Partners™
Institutional Consulting Services
Investment Policy Statement Development
Approach to Plan Investments
Retirement Plan Expertise
Co-Fiduciary and Fee-Only Business Model
Endowments and Foundations
Committee-Directed Pension Plans
401(k), 403(b) and Participant Directed Retirement Plans
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