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.
Oxford Harriman & Company Team Bios
- Matthew Adams,Vice President, Financial Advisor
- Michael AhrensManaging 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
- 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,Managing Principal
- Alan Guenzel,Managing Director & Partner
- Mikal Haddad, CFP,Managing Director & Partner
- Melissa Halloran,Vice President & Director of Operations
- Edward Hill, CFPManaging Director & Partner
- Summer HoffmanSenior 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 KellySenior Vice President
- Michele Kirby,Director of Client Experience
- Karen Kratz,Registered Senior 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
- Carter McKeown,Client Associate
- Orlando MaldonadoWealth Advisor
- James Makee,Executive Vice President & Partner
- Jack Makee,Financial Advisor
- Sabrina Martino,Client Associate
- John H. Maser, CFP,Managing Director & Partner
- Carol Mayo,Client Associate
- Philip Meltzer, CFP,Managing Director & Partner
- Christine O'HaraOperations Manager
- Lizette Pagán,Vice President & Managing Principal
- Millie Babb Perkins,Partner
- Greg PerramManaging Director & Partner
- Lori Piazza-TimchakAssociate 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 SchultzManaging Director
- Jeffrey C. SimonManaging Partner
- Shawn SmallSenior Financial Advisor
- Michael Tepperman, CFP®Senior Managing Director & Managing Partner
- Jeff Turley, CRPC,Senior Managing Director & Partner
- Michael TursiManaging Director, Partner
- Mike Verda, AAMS,Managing Director & Partner
- Dave ViolaSenior Financial Advisor
- 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
