OFFICES
Oxford Harriman & Co. Fairfield, New Jersey Office
Fairfield Office Leadership
Michael R. CianoManaging Director & Managing PartnerSenior PIM Portfolio Manager
Michael is a Senior Managing Director and Partner of CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. He uses his vast experience to develop for allocation strategies as well as ongoing tactical ideas to manage portfolio assets.
Michael G. Tepperman, CFP®Senior Managing Director& Managing Partner
Michael Tepperman is a Senior Managing Director and Managing Partner of CRT Private Wealth Management, and affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. As a Financial Advisor, Michael works with individuals to help them meet their short and long-term financial goals.
Alan Guenzel
Managing Directory & Partner
Alan is a Managing Director and Partner with CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. Alan has enjoyed a successful career in finance. He possesses extensive experience working with corporate executives, entrepreneurs, and high net worth families to help grow their wealth and achieve their financial goals.
Susan Alboher
Senior Client Relationship Manager
Susan is a Senior Client Relationship Manager with CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. As a dedicated professional, she is responsible for a multitude of administrative servicing issues including transferring funds, processing distributions, account opening, and general client relationship management.
Vince Donato
First Vice President
Vince is a First Vice President of CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. For almost fifty years he has been a financial advisor collaborating with clients in private wealth management, focusing on tax-free municipal bonds, asset allocation, and portfolio management.
Christine O'Hara
Operations Manager
Christine is the Operations Manager of CRT Private Wealth Management, an affiliate of Oxford Harriman & Company in the Fairfield, New Jersey office. For the duration of her career she has specialized in settlements, trade and business operations, portfolio accounting and client service.
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.
Helping People Make Smart Financial Decisions.
How you handle your money can make a difference.
Our goal is to help our clients clarify financial goals, identify risks, grow assets and reduce uncertainty.
- Financial Advice
- Investment Management
- Insurance
- Retirement Plans
Contact us to see how we can make a difference for you.
Things We Believe
At Oxford Harriman & Company, we work closely with you to develop strategies around wealth accumulation, risk management, liquidity & income planning, and wealth transfer. Our efforts are guided by the following beliefs:
We believe in relationships.
We engage clients on the basis of relationship, attitude and synergy, as opposed to net worth. We focus on the unique financial needs of our client’s families by adding value and helping to reduce stress through excellence in investment management and comprehensive planning.
We believe in independence.
We are beholden to no one but our clients, with no obligation to utilize any investment product from any specific institution. Our process involves finding, analyzing and recommending the best available products and strategies from the investment universe no matter their origin or ownership.
We believe in listening.
By having in depth conversations with our clients, we can identify their unique financial needs, understand their family’s values, and gauge their tolerance for risk.
We believe in educating.
Our clients understand their wealth management and planning strategies resulting from collaborative conversations about the customized investment strategies we present.
We believe in communicating.
We are proactive in thought leadership so our clients know exactly what we are thinking, planning, and doing, and why. Additionally, it is critical to us that we understand your needs and concerns. Therefore, we always engage in open dialogue.
We believe in coordination.
We will work closely with your tax, legal, and insurance advisors, as well as other family/business consultants to craft efficient and effective plans. We will also help source any additional resources needed such as lending, charitable giving, and fiduciary & estate services.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
