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The following article was first published on MarketWatch.com.
Oxford Harriman Adds Greg Perram as a Partner and Managing Director in their Chagrin Falls Ohio Office
Perram moves his Practice from UBS Financial Services
Cleveland, Ohio – April 5, 2023
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.
Greg is a trusted financial advisor to entrepreneurs, high-net-worth families, and institutions. He has experience delivering value-added advice around investment management, brokerage, risk mitigation, banking services, and wealth planning. Greg is passionate about delivering the highest level of service and advice to his clients at a time and place that is most convenient for them.
“We are thrilled to have Greg join our team at Oxford Harriman and Company,” said Dennis Barba, CEO of Oxford Harriman. “Greg brings a wealth of experience and expertise to our team, and we are confident that he will provide exceptional service and advice to help our clients achieve their financial goals.”
Greg earned his CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board of Standards. He has also successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning, risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners are held to a higher fiduciary standard and agree to meet ongoing continuing education requirements. Greg graduated with his undergraduate degree from Ohio University and his MBA from Case Western Reserve University’s Weatherhead School of Management.
“I am excited to join Oxford Harriman and Company and to work alongside such a talented team of professionals,” said Perram. “I am passionate about helping my clients achieve their financial goals, and I look forward to continuing to provide exceptional service and advice through my partnership with Oxford Harriman and Company.”
About Oxford Harriman and Company:
Oxford Harriman and 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 and Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland OH, Detroit MI, Midtown Manhattan NY, Newark 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 is a separate entity from WFAFN. CAR-0323-04289