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Jeff Stroman
Direktor/Vorstandsmitglied bei Oxford Financial Group Ltd.
Profil
Mr. Jeffery H.
Stroman, CPA, is a Managing Director at Oxford Financial Group Ltd.
In this role, Mr. Stroman leads Oxford’s planning, oversight and supervision of both the Chief Investment Officer and the Oxford Investment Fellows.
He also serves as a member of Oxford’s Board of Directors and the Value Council.
Prior to his current position, he served as Oxford’s Chief Investment Officer.
Prior to that, he spent over 30 years advising clients and coordinating the Managing Directors within the investment services practice.
His client service responsibilities included advising institutions, private trusts and families.
Before joining the firm, he served as a Branch Manager for a New York Stock Exchange brokerage firm and as a Financial Analyst for Stokely-Van Camp.
After graduation, he worked with a Big Eight public accounting firm.
He received his a Bachelor’s degree from the MSU College of Business and Industry and Certified Public Accountant (CPA) certificate.
Aktive Positionen von Jeff Stroman
Unternehmen | Position | Beginn |
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Oxford Financial Group Ltd.
![]() Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Direktor/Vorstandsmitglied | 01.01.1999 |
Ausbildung von Jeff Stroman
Mississippi State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Oxford Financial Group Ltd.
![]() Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |