IN THE NEWS
Oxford Harriman Adds Mikal Haddad as a Partner in their Newest Office in Astoria, New York
Haddad Moves His Practice from JP Morgan
New York, New York – August 24, 2022 –
Oxford Harriman & Company has announced that Mikal Haddad has joined the private wealth management firm as its newest partner and managing director. Haddad will be based in Oxford Harriman’s newest office in Astoria Queens, New York.
Haddad brings more than 15years of experience in the financial services industry to Oxford Harriman. Haddad was most recently a senior vice president with JP Morgan Chase in Queens, New York.
Haddad said about his move to become a partner at Oxford Harriman, “I am excited to have the opportunity to work with a firm that is dedicated to investment planning, the client experience, and the development of its operational processes and staff. The vast resources, autonomy, and highly credentialed professionals at Oxford Harriman improve my ability to deliver truly independent, objective, and unbiased advice.
At Oxford Harriman, Haddad will manage an investment planning process for high-net-worth individuals and corporations, utilizing unique strategies tailored towards their specific goals, needs, and objectives.
Haddad graduated Cum Laude from The State University of New York at Albany with a BS in business administration concentrating in marketing/management. Mikal has always been dedicated to professional development as he holds numerous advanced planning designations. Mikal is a CFP® professional, ChFC® professional, CLU® professional, and CPWA® professional.
Dennis Barba, Oxford Harriman CEO & Managing Partner, said, “We created Oxford Harriman & Company with advisors like Mikal in mind.” “We look forward to working with Mikal as he transitions into his new office in Astoria. Barba added, “Mikal is a very seasoned and credentialed advisor and we are very excited to have him as a partner.
About Oxford Harriman & Company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Akron, OH, Cleveland OH, Detroit MI, Midtown Manhattan NY, Woodcliff Lake NJ, Astoria NY, Albany NY, Mentor OH, and Sarasota, Florida.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Oxford Harriman & Company is a separate entity from WFAFN. CAR-0822-02135