OFFICES
Oxford Harriman Chagrin Falls, Ohio Office
Chagrin Falls Leadership
James E. Makee
Executive Vice President & Partner
Jim grew up in Lyndhurst, Ohio in a loving family where his educator parents instilled in him from an early age the importance of education and hard work on his path to success. As a result, Jim is defined by his strong work ethic which prompted him to pursue business endeavors at the age of eight by selling pussy willows on the corner and later delivering the Sun News, Cleveland Press and Plain Dealer within his neighborhood.
Greg Perram
Managing Director & Partner
Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He serves as his client's trusted financial advisor, and provides advice and counsel to entrepreneurs, high-net-worth-families, and institutions. He offers a comprehensive investment planning solution that is tailored for the unique needs of each client, and he is passionate about delivering exceptional client service.
Jaime Zarlenga-Siegler
Managing Director & Partner
Jaime helps individuals and families with their investment planning needs, while providing the highest standard of care. Jaime develops and implements a strategic plan that serves as the roadmap for her client’s financial and investment decisions. With over twenty years of experience, Jaime’s expertise also includes retirement planning and investment management. Jaime works with high-net-worth clients, entrepreneurs, and institutions.
Jack Makee
Financial Advisor
Jack grew up in Chesterland, Ohio where he has always had a passion for business and helping other people. When Jack was ten years old, he started his own landscaping company, Makee Landscaping. Jack successfully managed the company for eight years and developed relationships with many people in my community. Through Makee Landscaping, he discovered how to lead a team, grow a business, and most importantly, always keep his clients happy.
Kery Hutner
Managing Director & Partner
Kery Hutner is a Partner & Managing Director Oxford Harriman & Company, as well as a member of the practice’s investment policy committee. Kery provides an investment planning process for high-net-worth individuals and corporations utilizing unique strategies tailored towards their specific goals, needs, and objectives. Kery understands that being a trusted advisor is an honor and has extensive experience guiding clients through life’s constant changes.
CA Insurance License Number: 4273009. Resident State OH.
Eric Ingerman
Partner
Eric possesses extensive experience working with corporate executives, entrepreneurs, & high net worth families to help grow their wealth and achieve their financial goals. Eric values integrity, objective advice, and making a firm commitment to his client’s best interests. He feels strongly that an advisor must bring value from an investment perspective and put the client’s needs and goals first in the relationship.
Leslie O'Malley
Vice President, Operations
In Leslie’s thirty plus year career, she has worked in numerous areas of the financial services industry. Leslie has gained experience and learned to treat customers with respect, dignity and promptness regardless of circumstances. Leslie’s area of expertise focuses on account administration and operation, disbursement of funds, and completion of all required minimum distributions from IRAs.
Dennis P. Barba, Jr., Ph.D.
CEO & Managing Partner
Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
CA Insurance License Number: 0I45386. Resident State OH.
Chagrin Falls Office
Oxford Harriman & Company is built on the concept of a strategic relationship between practice and client — one designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Not just wealth management…non-discriminatory wealth management.
Our private wealth management clients are selected based on the unique financial needs of their families, as opposed to specific targets for net worth. Many firms require private wealth management relationships to include only those families with a minimum net worth of $5,000,000 to $25,000,000.
Not at Oxford Harriman & Company.
A Collaborative Decision
We believe the decision to use sophisticated wealth management strategies should be a collaborative decision between client and advisor. As a result, we are capable of implementing strategies once only available to the “ultra-wealthy” for individuals and families who feel they require this type of service.
Our consultative approach to each relationship begins with understanding your unique financial needs, including your goals and tolerance for risk.
The Three Core Areas of Wealth Management
Each private wealth management relationship includes a strategic focus in the three core areas that define the progression of most investor’s financial lives:
- Wealth Accumulation
- Wealth Conservation
- Wealth Transfer
More focused initiatives include risk and investment management and liquidity planning through alternative investments, charitable giving, access to banking through Wells Fargo Affiliates and corporate executive services.
