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Oxford Harriman Adds Kelley Thompson as a Senior Managing Director & Partner at its Chagrin Falls, Ohio Office
Oxford Harriman & Company is pleased to announce that Kelley Thompson has joined its private wealth management practice as a Senior Managing Director & Partner, based in the team’s Chagrin Falls, Ohio office.
Oxford Harriman & Company’s Bill Bolas Named to Forbes 2025 Best-In-State Wealth Advisors List in Ohio
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI. The merger brings the combined experience and knowledge of Jeff Turley, Senior Managing Director & Partner and Scott Whitcomb, Managing Director & Partner.
Oxford Harriman & Company Merges with Integrity Wealth Advisors in Middleton, Wisconsin
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI. The merger brings the combined experience and knowledge of Jeff Turley, Senior Managing Director & Partner and Scott Whitcomb, Managing Director & Partner.
Oxford Harriman Announces New St. Joseph, Michigan Office
Oxford Harriman & Company is pleased to announce that Dathan Lumpkins has combined his wealth management practice, Lumpkins Private Wealth Management with Oxford Harriman & Company,
Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner
Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner.
Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey
Oxford Harriman & Company is excited to announce their recent merger with CRT Private Wealth Management in Fairfield, NJ.
Oxford Harriman Announces New Lorain OH Office
Oxford Harriman & Company is pleased to announce that Mike Verda has joined the firm as Managing Director & Partner in our new Lorain, OH office.
Oxford Harriman & Company Merges with Meltzer And Hill Wealth Advisory in Kingston, New York
Oxford Harriman & Company is excited to announce their recent merger with Meltzer & Hill Wealth Advisory in Kingston, NY. The merger brings the combined experience and knowledge of Philip Meltzer and Edward Hill as Partners & Managing Directors and Lizette Pagán as Vice President & Managing Principal.
Bailey Financial Group Announces Strategic Merger with Oxford Harriman & Company
Bailey Financial Group is pleased to announce its merger with Oxford Harriman & Company, a boutique wealth management firm with twenty locations in seven states. The addition of Bailey Financial Group adds offices in Buffalo and Syracuse, NY.
Oxford Harriman Adds Jaime Zarlenga-Siegler as a Partner & Managing Director in their Chagrin Falls, Ohio Office
Oxford Harriman & Company is pleased to announce that Jaime Zarlenga-Siegler has joined the firm as a Managing Director & Partner in the Chagrin Falls office. Jaime is a seasoned financial services professional with over 20 years of experience serving clients. Prior to joining Oxford Harriman & Company, Jaime was a Vice President and Senior Wealth Strategy Specialist with UBS in Pepper Pike, OH.
