Leadership
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Management
Our highly qualified Management Team allows us to professionally manage the business while our Directors and Advisors continue to focus on providing excellence in client services.
Chief Operating Officer & Chief Financial Officer
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Chief Executive Officer, Trust Company of Oxford
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Client Services Advisors
Our advisors are highly trained and have years of experience in the financial services profession. Many of our advisors and staff hold the Certified Financial Planner®(CFP®), Certified Public Accountant (CPA) and/or Chartered Financial Analyst(CFA) designations, along with post-graduate degrees.
Client Service Managers
As highly qualified professionals within the financial services industry, our Client Service Managers use their skills to act as liaisons for their individual clients -- ensuring seamless coordination of Oxford's many unique client services.
Investment Research
The depth of knowledge and leadership in our investment research group allows us the ability to offer unique portfolio management opportunities to our clients.
The Trust Company of Oxford
The Trust Company of Oxford staff has many years of experience in the private banking and trust arena. We are dedicated solely to growing, expanding, and solidifying our fiduciary services for today's clients and for generations to come.