SHORT HILLS, NEW JERSEY
Robert Frenkel
Senior Managing Director
Partner
Chief Investment Officer
Robert is a Senior Managing Director, Partner and the Chief Investment Officer (CIO) of Oxford Harriman & Company.
Rob uses a sophisticated approach for his individual clientele. Rob’s clients tend to lead incredibly busy lives and are usually the driving force behind very large matters. They tend to be:
- Founders or Top Executives of Private Equity Firms
- Real Estate Developers
- Partners at Elite Law Firms
- Entrepreneurs
These clients come to Rob as already financially successful people seeking his expertise to focus on helping them prudently grow, as well as protect, the wealth they have created.
What I do for my clients on a day-to-day basis is like solving a series of puzzles with a lot of different pieces.
STEWARD
of your financial life
Rob views himself as a steward of each of his clients’ financial lives. He works with each client to devise their own unique strategy and plan to suit their individual needs.
He does not apply a cookie-cutter approach.
This focused and objective processes enable him to deliver highly customized solutions to prepare for life’s anticipated and unexpected moments. Rob is dedicated to connecting with all his clients on a deeper level.
"By addressing the financial AND the emotional aspects of your finances, my approach helps enable you to live your life to the fullest
For over 25 years, Rob’s comprehensive approach of examining every element of his clients’ financial lives has helped his clients create, build, and preserve their wealth.
As a Financial Advisor and CFP® professional, Rob works with individuals to help them meet their short- and long-term financial goals. This advanced training focuses on:
- Investment Planning and Retirement Planning
- Estate and Tax Planning Strategies
- Insurance Planning
Rob takes a comprehensive approach and examines every element of a client’s financial life, including debt management, cash reserves, estate planning and tax implications as well as family gifting.
Robert Frenkel is a Senior Managing Director and the Chief Investment Officer (CIO) of Oxford Harriman & Company. As the CIO, Rob leads the Investment Policy Committee (IPC) where, along with other members of the team, he develops well-organized investment strategies. He uses his vast experience to develop asset allocation strategies as well as ongoing tactical asset allocation ideas for the firm.
In 2004, Rob earned the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests.
Prior to joining Oxford Harriman & Company, Rob was a Managing Director in the Wealth Management Division of J.P. Morgan Private Bank, where he spent 17 years.
As of December 31, 2022 Robert manages over $1B in assets for high-net worth families, endowments, foundations, and institutions. He was also responsible for the development of new advisors at the Private Bank including seeding them with new client relationships.
OFFICES
Oxford Harriman Short Hills, New Jersey Office
Shorts Hills NJ Leadership
Robert Frenkel
Senior Managing Director, Partner, Chief Investment Officer
As Oxford Harriman's Chief Investment Officer, Rob leads the Investment Policy Committee (IPC) where, along with other members of the team, he develops well-organized investment strategies. He uses his vast experience to develop asset allocation strategies as well as ongoing tactical asset allocation ideas for the firm.
Dennis P. Barba, Jr., Ph.D.
CEO & Managing Partner
Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
CA Insurance License Number: 0145386. Resident State OH.
Jack Makee
Financial Advisor
Jack grew up in Chesterland, Ohio where he has always had a passion for business and helping other people. When Jack was ten years old, he started his own landscaping company, Makee Landscaping. Jack successfully managed the company for eight years and developed relationships with many people in my community. Through Makee Landscaping, he discovered how to lead a team, grow a business, and most importantly, always keep his clients happy.
Melissa Halloran®
Vice President & Director of Operations
Melissa Halloran is a seasoned professional with an impressive 30-year career in the financial services industry. Currently, she holds the position of Vice President & Director of Operations for Oxford Harriman & Company. Throughout her extensive tenure, Melissa has honed a comprehensive understanding of operations, compliance, technology, trading platforms, as well as developing client service models.
Short Hills New Jersey Office
At our Oxford Harriman & Company office in Short Hills, New Jersey, Robert Frenkel and his team of professionals provide clients a specialized approach to wealth management.
Every member of the team takes a disciplined and dynamic approach to optimizing each distinct aspect of client wealth. Marrying strong research skills with the latest market intelligence coupled with a deep understanding of each client and their family, our team crafts risk-managed investment strategies for accomplished individuals – many of whom have been with us for decades. This client roster includes business owners, entrepreneurs, attorneys, physicians, and senior-level executives across the nation. As a specialized wealth management practice with select clientele, we’re able to provide you with the services and advice of a distinguished group of professionals as well as a network of knowledge.
Our Services
Our highly specific trading strategy compliments core portfolios customized to each individual. We draw on an impressive array of professional experiences and expertise when addressing your investment planning needs.
Our goals are to provide institutional type investing to the retail client by offering:
- Pension Style Asset Management
- Private Equity investments
- Asset Preservation and Tax Planning Strategies
- All types of corporate and individual Retirement account management
- Personal Charitable Foundations
- Insurance Planning
- Tax efficient concentrated stock position management
- Tax efficient investment strategies
- Equity option trading
- Corporate stock plans
Robert Frenkel also maintains an office at the Oxford Harriman’s Park Avenue location in Midtown Manhattan.
