Leadership

OXFORD LEADERSHIP

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Jeffrey H. Thomasson, MBA, CFP^®CEO & Managing Director View Bio

Kristina R. Baron, MBACo-Managing Partner & Managing Director View Bio

Karen H. Mersereau, MST, CPA/PFS, CFP^®, CIMA^®Managing Director View Bio

Jason R. Brinks, CFP^®Managing Director View Bio

Laura J. Clark, CFAManaging Director View Bio

Josiah P. Sears, MA, CFP^®Managing Director View Bio

Lorelei M. Tolson, CPA/PFS, CFP^®, CIMA^®, CEPA, CExPManaging Director View Bio

Tim E. Wittenbrook, CFP^®Managing Director View Bio

Zachary S. Littleton, MBAManaging Director View Bio

Richard V. Hall, MBA, CFP^®, CTFA, CWS^®, CDFA^®Managing Director View Bio

Barton C. Francis, MST, CFP^®, CIMA^®Managing Director View Bio

Kevin W. CoquilletteManaging Director View Bio

Jarret D. Blum, CWS®Chief Development Officer & Managing Director View Bio

Ty SchlobohmManaging Director, Mayfair Capital Partners^TM View Bio

Robert M. Twitchell, MBA, CFAManaging Director View Bio

Charles R. Carter, CFP^®, CEPA,Managing Director View Bio

K. Paige Kirkland, JD, CFP^®Managing Director and Family Office Fellow View Bio

Peter N. Reist, CPA/PFS, AIF^®Managing Director View Bio

J. Parker Mitchell, MBA, CFA, CFP^®Managing Director View Bio

Ryan T. Shidler, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio

Catherine E. Farley, CPA (Inactive)Chief Financial Officer & Chief Administrative Officer View Bio

Kara J. Talbott, MSIA, CPA/PFS, CFP^®Managing Director and Family Office Fellow View Bio

Jared A. Nishida, CFAManaging Director & Oxford Investment Fellow View Bio

Julia S. Weaver, JD, LL.M.Managing Director & Family Office Fellow View Bio

Scott M. Simmons, JD, LL.M.Managing Director & Family Office Fellow View Bio

S. Bowden “Bo” Wilkins, ChFC®, CAP®, CLU®Managing Director View Bio

H. Tyler Rosser, JD, CFP®Managing Director View Bio

Andrew D. Filauro, MBAManaging Director View Bio

Grayson E. MillerManaging Director View Bio

Nicholas S. Klein, MBA, CAIAManaging Director View Bio

C. Richard Davis II, JD, CFP^®Managing Director View Bio

Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow View Bio

Jeffery H. Stroman, CPA (Inactive)Managing Director View Bio

Terrence M. LaBant, JDChief Wealth Planning Officer & Family Office Fellow View Bio

Daniel J. Ford, CFA, CAIA, PRMManaging Director & Oxford Investment Fellow View Bio

Sue A. McMillen, MBA, SPHR^®, CEBS, SHRM-SCPChief Talent Officer View Bio

Robert L. Webb, MBA, CFAManaging Director & Oxford Investment Fellow View Bio

David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio

Ben A. Ault, MScManaging Director, Private Equity & Oxford Investment Fellow View Bio

Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIACo-Managing Partner & Chief Investment Officer View Bio

Elizabeth A. KiserDirector, Marketing and Communications

Jennifer L. Emery, MBA, MJ, CRCMChief Compliance Officer

Robin L. BurianDirector, Private Market Services

Travis R. Armstrong, MBA, CFS^®Senior Director, Investment Operations and Technology

Lauri J. EmeryDirector, Administrative Services

Keenan P. Call, JD, CPWA^®Director, Family Office Services

Kathleen K. Gadus, CPAController

Missy A. Reichert, CFP^®Director, Client Service