OXFORD HARRIMAN & CO.
The Oxford Harriman & Company Team
Matthew Adams, CFP®
Vice President, Financial Advisor
Michael Ahrens, CFP®, CPM®
Managing Director
Susan Alboher
Senior Client Relationship Manager
Daniel Axelson
Managing Director & Partner
Joseph Azzara, CFP®
Managing Partner, Senior Financial Advisor
Millie Babb Perkins, CFP®
Senior Wealth Advisor
Mark S. Bailey
Managing Partner & PIM Portfolio Manager
Ginger L. Baker
Partner, Relationship Manager
Dennis Barba
CEO & Managing Partner
Albert Berger, CFP®
Partner
Daniel J. Bezik, CRPC®
Managing Partner
Wojciech “Wojtek” Biernat
Portfolio Investment Manager, Senior Investment Strategist
Bill Bolas, CRPC®
Senior Managing Director & Partner
Greg Bowden
Managing Partner
Michelle Boyle
Client Service Associate
Charles Bracken
Senior Managing Director & Partner
Christine Burghart
Senior Operations Administrative Manager
Dan Campbell, CRPS™
Senior Financial Advisor
Julie Campbell
Client Associate
Don Cornagie
Managing Director
Dan Carter, CFP®
Managing Director & Partner
Michael R. Ciano
Senior Managing Director & Partner Senior PIM Portfolio Manager
Thomas Cometa
Managing Director & Partner
Dennis Devane, CRPC®
Managing Director & Partner
Thomas C. Erb
Senior Managing Director & Partner
Bob Evely
Senior Financial Advisor
Michael P. Finkelstein, CFA
Partner
Robert Frenkel, CFP®
Senior Managing Director, Partner, Chief Investment Officer
Meghan Gallagher
Associate Financial Advisor
David A. Gallina
Managing Director & Partner
Colleen Geiss, CFP®
Vice President, Financial Advisor
Robyn Geiss, MBA
Vice President, Financial Advisor
David Grindle, CIMA®
Senior Managing Director & Partner
Alan Guenzel
Managing Director & Partner
Mikal Haddad, CFP®
Managing Director & Partner
Melissa Halloran
Vice President & Director of Operations
Edward Hill, CFP®
Managing Director & Partner
Summer Hoffman
Senior Client Associate
Kery Hutner, CFP®
Managing Director& Partner
Eric Ingerman, CFP®
Partner
Jessica Jackson
Associate Director, Marketing & Operations
Caroline Jones,
CFP® CRPC™ CRPS™
Vice President, Financial Advisor
Glen Kashetsky
Partner
Christopher Kelly
Senior Vice President
Michele Kirby
Director of Client Experience
Karen Kratz
Registered Senior Client Associate
Lauren Lewis
Client Associate
William V. Lewis, Jr.
CFP® CAP® CLU® CPM®
Managing Principal, PIM Portfolio Manager
Marisa Litwinsky, CRPC™
Managing Partner, Senior Financial Advisor
Dathan Lumpkins
Managing Director & Partner
Carol Lupo, CIMA®
First Vice President
Orlando Maldonado CFP® CIMA®
Senior Managing Director & Partner
James Makee
Executive Vice President & Partner
Jack Makee
Financial Advisor
Sabrina Martino
Client Associate
John H. Maser, CFP®
Managing Director & Partner
Philip Meltzer, CFP®
Managing Director & Partner
Lennon Morgan
Client Associate
Christine O'Hara
Operations Manager
Lizette Pagán
Vice President & Managing Principal
Greg Perram, CFP®
Managing Director & Partner
Lori Piazza-Timchak
Assistant Vice President, Senior Financial Advisor
Chuck Reinemann, CRPC® CIMA®
Managing Director & Executive Vice President
Salvatore Saetta
Senior Vice President
Michelle Saville
Director of Account Operations
Gene N. Schraeder, Jr.
Managing Partner
Bill Schultz, CFP®
Senior Managing Director & Partner
Jeffrey C. Simon, CFP®
Managing Partner
Shawn Small
Senior Financial Advisor
Michael Tepperman, CFP®
Senior Managing Director & Managing Partner
Kelley Thompson
Senior Managing Director & Partner
Michael Tursi, CFP®
Managing Director & Partner
Mike Verda, AAMS™
Managing Director & Partner
Dave Viola
Senior Managing Director & Partner
Michelle Weilacher
Vice President & Senior Registered Administrative Manager
Claudia Wert
Vice President, Financial Advisor
Robert Wert
President
Teresa E. West
Director of Operations
Kent Whitaker, CFA®
President
Scott Whitcomb
Managing Director & Partner
Jaime Zarlenga-Siegler, CFP®
Managing Director & Partner
