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OXFORD HARRIMAN & CO.
The Oxford Harriman & Company Collateral Collection
Personal Solutions To 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.
Private Investment Management
Our mission statement and investment approachment. Find out how our risk managed balanced strategy is customized for each individual client.
Wealth Management & Planning Servicesfor 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
- Susan Alboher,Senior Client Relationship Manager
- Daniel Axelson,Managing Director & Partner
- Mark Bailey,Managing Partner & Senior PIM Portfolio Manager
- Ginger Baker,Relationship Manager & Financial Advisor
- Dennis Barba,CEO & Managing Partner
- Albert Berger, CFP, Partner
- Daniel J. Bezik,Managing Partner
- Wojciech “Wojtek” Biernat,Senior Investment Strategist & Financial Advisor
- Bill Bolas,Senior Managing Director & Partner
- 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
- Vince Donato,First Vice President
- Thomas Erb,Managing Director & Partner
- Michael P. Finkelstein, CFA,Partner
- Robert Frenkel, CFP,Senior Managing Director, Partner, Chief Investment Officer
- David A. Gallina,Managing 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
- Kery Hutner, CFP,Partner
- Eric Ingerman,Partner
- Glen Kashetsky,Partner
- Sue Landgraf,Senior Operations & Administrative Manager
- Dathan Lumpkins,Managing Director & Partner
- James Makee,Executive Vice President & Partner
- Jack Makee,Financial Advisor
- John H. Maser, CFP,Managing Director & Partner
- Philip Meltzer, CFP,Managing Director & Partner
- Christine O'HaraOperations Manager
- Leslie O'MalleyVice President, Operations
- Lizette Pagán,Vice President & Managing Principal
- Millie Babb Perkins,Partner
- Greg PerramManaging Director & Partner
- Chuck Reinemann,Managing Director & Partner
- Salvatore Saetta,Senior Vice President
- Michelle Saville,Senior Client Associate
- Michael Tepperman, CFP®Senior Managing Director & Managing Partner
- Jeff Turley, CRPC,Senior Managing Director & Partner
- Mike Verda, AAMS,Managing Director & Partner
- 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
