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.

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.

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.

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 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 & 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.

Oxford Harriman & Company is pleased to announce that Dan Axelson has combined his wealth management practice, Axelson Wealth Management with Oxford Harriman & Company, and has joined the firm as a Managing Director & Partner in the new Boston office located in Hingham, Massachusetts.

Oxford Harriman Announces New Office in Newport News, Virginia, and the Addition of John Maser as a Partner & Managing Director. John has been a financial advisor since 1983, working with families, individuals, and institutions. John’s passion is engaging with clients who have worked hard their entire lives to create wealth and help them preserve it for today and for future generations.

Oxford Harriman and Company welcomes Millie Babb Perkins as a Partner and Senior Wealth Advisor in our Beachwood, Ohio office. Millie has over 25 years of experience in the finance industry and specializes in delivering comprehensive investment planning services to help her clients achieve their financial goals.

Millie’s expertise is built on her extensive experience and knowledge of the industry through several market cycles. She is committed to advocating for her clients as she serves their specific needs.

Oxford Harriman and Company is pleased to announce that Greg Perram has joined the firm as a Managing Director and Partner in the Chagrin Falls office. Greg is a seasoned financial services professional with over 25 years of experience serving as a relationship manager, financial planner, private banker, and financial advisor.

Prior to joining Oxford Harriman and Company, Greg was a First Vice President with UBS and has also held positions at MAI Capital Management, PNC Wealth Management, and Fifth Third Private Bank.