Oxford Harriman & Company
The Oxford Harriman & Company Collateral Collection
Personal Solutions To Your Unique Financial Needs
Learn about our strategic relationship with our clients; one that is designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach.
Things We Believe
Key points to keep in mind as you navigate today's ever-changing market environment.
Wealth Management & Planning for Coaches & Sports Professionals
At Oxford Harriman & Company, we understand the dynamic nature of your career in sports, and we are here to support coaches, players and sports executives in all aspects of wealth management and investment planning.
Transitioning Your Business: Challenges, Solutions & Where to Get Help
If you think there’s even the slightest chance that you may want (or need) to sell or transition your business within the next few years, it’s critical that you understand how to do it right.
Oxford Harriman & Company Team Bios
- Matthew Adams,Vice President, Financial Advisor
- Michael Ahrens,Managing Director
- Susan Alboher,Senior Client Relationship Manager
- Daniel Axelson,Managing Director & Partner
- Joseph Azzara,Managing Partner, Senior Financial Advisor
- Mark Bailey,Managing Partner & PIM Portfolio Manager
- Ginger Baker,Partner, Relationship Manager
- Dennis Barba,CEO & Managing Partner
- Albert Berger, CFP, Partner
- Daniel J. Bezik,Managing Partner
- Wojciech “Wojtek” Biernat,Portfolio Investment Manager, Senior Investment Strategist
- Bill Bolas,Senior Managing Director & Partner
- Greg Bowden,Managing Partner
- Michelle Boyle,Client Service Associate
- Charles Brackman,Senior Managing Director & Partner
- Christine Burghart,Senior Operations Administrative Manager
- Dan Campbell,Senior Financial Advisor
- Julie Campbell,Client Associate
- Don Cornagie,Managing Director
- Dan Carter,Managing Director & Partner
- Michael R. Ciano,Senior Managing Director & Partner, Senior PIM Portfolio Manager
- Thomas Cometa,Managing Director & Partner
- Dennis Devane,Managing Director & Partner
- Joseph G. DiGiacomo,Managing Partner
- Vince Donato,First Vice President
- Justin Dwyer,Client Associate
- Thomas Erb,Managing Director & Partner
- Bob Evely,Senior Financial Advisor
- Michael P. Finkelstein, CFA,Partner
- Robert Frenkel, CFP,Senior Managing Director, Partner, Chief Investment Officer
- Meghan Gallagher,Associate Financial Advisor
- David A. Gallina,Managing Director & Partner
- Colleen Geiss,Vice President, Financial Advisor
- Robyn Geiss,Vice President, Financial Advisor
- David Grindle,Senior Director & Partner
- Alan Guenzel,Managing Director & Partner
- Mikal Haddad, CFP,Managing Director & Partner
- Melissa Halloran,Vice President & Director of Operations
- Edward Hill, CFPManaging Director & Partner
- Summer Hoffman,Senior Client Associate
- Kery Hutner, CFP,Partner
- Eric Ingerman,Partner
- Jessica Jackson,Associate Director, Marketing & Operations
- Caroline Jones,Vice President, Financial Advisor
- Glen Kashetsky,Partner
- Christopher Kelly,Senior Vice President
- Michele Kirby,Director of Client Experience
- Karen Kratz,Registered Senior Client Associate
- Lauren Lewis,Client Associate
- William V. Lewis, Jr.,Managing Principal, PIM Portfolio Manager
- Marisa Litwinsky,Managing Partner, Senior Financial Advisor
- Dathan Lumpkins,Managing Director & Partner
- Carol Lupo,First Vice President
- Orlando Maldonado,Senior Managing Director & Partner
- James Makee,Executive Vice President & Partner
- Jack Makee,Financial Advisor
- Sabrina Martino,Client Associate
- John H. Maser, CFP,Managing Director & Partner
- Philip Meltzer, CFP,Managing Director & Partner
- Lennon Morgan,Client Associagte
- Christine O'Hara,Operations Manager
- Lizette Pagán,Vice President & Managing Principal
- Millie Babb Perkins,Partner
- Greg Perram,Managing Director & Partner
- Lori Piazza-Timchak,Associate Vice President, Senior Financial Advisor
- Chuck Reinemann,Managing Director & Partner
- Salvatore Saetta,Senior Vice President
- Michelle Saville,Director of Account Operations
- Gene N. Schraeder, Jr.Managing Partner
- Bill Schultz,Senior Managing Director & Partner
- Jeffrey C. Simon,Managing Partner
- Shawn Small,Senior Financial Advisor
- Michael Tepperman, CFP,Senior Managing Director & Managing Partner
- Kelley Thompson,Senior Managing Director & Partner
- Michael Tursi,Managing Director, Partner
- Mike Verda, AAMS,Managing Director & Partner
- Dave Viola,Senior Managing Director & Partner
- Michelle Weilacher,Vice President & Senior Registered Administrative Manager
- Claudia Wert,Vice President, Financial Advisor
- Robert Wert,President
- Teresa West,Director of Operations
- Kent Whitaker, CFA,President
- Scott Whitcomb,Managing Director & Partner
- Jaime Zarlenga-Siegler,Managing Director & Partner
- Brian A. Zeid,Senior Managing Director, Partner, Director of Strategy
