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
Matthew Boley
Vice President, Financial Advisor
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
Dan Carter, CFP®
Managing Director & Partner
Michael R. Ciano
Senior Managing Director & Partner Senior PIM Portfolio Manager
Thomas Cometa
Managing Director & Partner
Don Cornagie
Managing Director
Dennis Devane, CRPC®
Managing Director & Partner
Joseph G. DiGiacomo
Managing Partner
Vince Donato
First Vice President
Justin Dwyer
Client Associate
Thomas C. Erb
Senior Managing Director & Partner
Bob Evely
Senior Financial Advisor
Tara Maldonado Fiber
Financial Advisor, Portfolio Administrator
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
Steven Gretchko
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
Robert Krut
Senior Managing Director & Partner, Head of Corporate Development
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
Joseph Reinemann
Financial Advisor
Salvatore Saetta
Senior Vice President
Michelle Saville
Director of Account Operations
Gene N. Schraeder, Jr.
Managing Partner
William Schultz, CFP®
Senior Managing Director & Partner
Nicklaus Serafini
Vice President, Financial Advisor
Jeffrey C. Simon, CFP®
Managing Partner
Shawn Small
Senior Financial Advisor
Amanda Smith
Assistant Vice President of Operations
Michael Tepperman, CFP®
Senior Managing Director & Managing Partner
Kelley Thompson
Senior Managing Director & Partner
Samantha Trudell
Assistant Vice President of Operations
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
Scott Whitcomb
Managing Director & Partner
Jaime Zarlenga-Siegler, CFP®
Managing Director & Partner
Brian A. Zeid
Senior Managing Director, Partner & Director of Strategy
