The Oxford Why

Oxford’s Atlanta office transitioned from concept to thriving reality over the past year, occupying space in the prestigious Buckhead neighborhood just north of downtown. Oxford has been working in Atlanta regularly for decades and saw significant advantages for our clients and partners in establishing a physical presence there.

Officially inaugurated in May, the Atlanta office marked a significant milestone for Oxford. Stepping into this workspace is akin to entering an Oxford haven. The office’s design mirrors the same look and feel as all Oxford offices, providing a welcoming atmosphere for both clients and the associates who serve them.

Heading up Oxford’s growing team in Atlanta are Grayson Miller and Parker Mitchell.

Grayson Miller transitioned to Oxford from Goldman Sachs in Atlanta, where she served as a Private Wealth Advisor. Grayson provides multigenerational families of significant wealth, business owners and select institutions customized and highly relevant wealth enhancement strategies. She works with clients to optimize their investment strategies and coordinate strategic outcomes within the family’s legacy plan.

When asked what drew her to Oxford, Grayson shared, “Oxford has 38 Partners,* including myself and Parker who lead the Atlanta office. The fact that every Oxford client works directly with two dedicated Managing Directors, one from each side of the business—the investment side and the family office side—really stood out to me. The type of business model where you have owners working with owners delivering a true, comprehensive family office experience is hard to come by and ultimately translates to our long-lasting relationships with multigenerational client families.”

Regarding her perspective on Oxford’s position in the market, Grayson shared,  “Where we sit in today’s investment landscape is truly unique. You have the big  banks and broker dealers and other smaller, private shops, and then there’s Oxford. We’re not so big that we are hamstrung (to earnings, products, corporate hierarchy), but we are big enough to be able to deliver an institutionalized investment team  and differentiated investment offerings, particularly on the private equity side. Having over $30 billion in assets under advisement** and being a recognized family office for over 43 years has allowed us to create infrastructure, scale, a superior diligence process and to gain incredible access to investment resources and offerings that can’t be found or replicated elsewhere. In addition, the fact that we are  a complete and total fiduciary providing unbiased advice with no hidden fees  allows us to build higher levels of transparency and trust with our clients which  is refreshing and appreciated both externally and internally.”

Parker Mitchell, MBA, CFA, CFP^® focuses on helping clients navigate the complexities of financial markets by providing customized advice based on a thorough understanding of their personal values, wealth transfer goals and vision for their business and legacy. Prior to joining Oxford, Parker was a Principal and Senior Client Advisor at Bessemer Trust.

When asked how Oxford’s new office in Atlanta came about, Parker shared,  “Oxford Partners have been traveling to Atlanta for decades and laid the foundation that got us to a point where it made sense, financially, to invest in Atlanta and establish a brick-and-mortar presence. This was a long time coming and we couldn’t be more pleased with how we have been received in a market we’ve been servicing for so long.”

Regarding Oxford’s reception in Atlanta so far, Parker reflected, “We have found  that Oxford is one of a kind in the city of Atlanta. We have had fantastic traction and have found our story has resonated with people throughout the region such that our calendars are full every week with meetings with advisors and prospects who love Oxford’s story and want to work with us. It has been exciting to be a part of.”

Along with Grayson and Parker, the thriving Atlanta team includes top-tier associates in a variety of fields, including:

I. Christian Nallenweg, CFP^®, Relationship Manager

II. Sally Shelton, CFP^®, Relationship Manager

III. Ayana Thomas, Client Service Associate

IV. Nick Miranda, Trade Settlement Supervisor

We see our new Atlanta office as more than a physical location; it represents Oxford’s dedication to its clients, offering them  a welcoming space to collaborate, strategize and achieve their financial goals.

See inside our Atlanta office.

*As of 01.01.2024
**As of 12.31.2022
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