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Oxford Harriman Announces New St. Joseph, Michigan Office, and the Addition of Dathan Lumpkins as a 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. Bolas will be based in Oxford Harriman’s Westlake, Ohio office. Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville.

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Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner Westlake Office

Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner. Bolas will be based in Oxford Harriman’s Westlake, Ohio office. Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville.

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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. Mike is a seasoned financial services professional with over 20 years of experience. Prior to joining Oxford Harriman & Company, Mike spent his entire career at Edward Jones in Oberlin, OH where he started and managed his own office.

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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.

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