David Lewis is a CFA® charterholder with nine years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years at William Blair & Co., LLC. He serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain underlying investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions, with an investment approach emphasizing diversified asset allocation across public and alternative asset classes.

Emily Pattee is a financial advisor at Oxford Financial Group, Ltd with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments, utilizing a diversified investment approach across public and alternative asset classes.

Jarret Blum is a financial advisor at Oxford Financial Group, Ltd with 25 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Morgan Stanley, and Citigroup Global Markets. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified investment approach across public and alternative asset classes, managing approximately $23.3 billion with both discretionary and non-discretionary client arrangements.