Oxbow Advisors, LLC

Kimmie Mathis Doumis is a financial advisor at Oxbow Advisors, LLC with 23 years of industry experience and holds a Series 65 designation. She has been with Oxbow Advisors since 2011. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a blend of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Thomas Crain is a financial advisor at Oxbow Advisors, LLC in Houston, TX, holding a Series 65 credential with 14 years of industry experience. He has been with Oxbow Advisors since 2012. Outside of his advisory role, Crain is a part owner and founder of Cornerstone Merger and Acquisitions Advisors, where he assists private business owners with selling their companies. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various strategies including dividend growth and multi-cap approaches.

Jonas Mioen Dahlstrom is a financial advisor at Oxbow Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at 49 Wealth Management and Purshe Kaplan Sterling Investments. Oxbow Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a range of investment strategies and emphasizes macroeconomic, fundamental, technical, and sector analysis in its approach.

Darla Ripley is a financial advisor with Oxbow Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Compass Real Estate, Briggs Freeman Sotheby's Realty, and Dave Perry Miller Real Estate, and has been with Oxbow Advisors since 2012. Ripley was also involved with Dreamfield Arabian Racehorses, Inc. for 27 years and is a general partner of Houston Hotel Magazine, LLC. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Barry Brauchi is a CFP® and Series 66 designated advisor with 22 years of industry experience. He is currently with Oxbow Advisors, LLC in Austin, TX, where he has worked since 2016 alongside his role at Herndon Plant Oakley Ltd. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm’s investment process focuses on undervalued equities and asset allocation using macroeconomic, fundamental, technical, and sector analysis, employing a range of strategies including Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.

Chance Finucane is a CFA® charterholder and financial advisor at Oxbow Advisors, LLC in Austin, TX, with seven years of industry experience. He has worked at Oxbow Advisors since 2017 and previously at Institutional Capital, LLC from 2011 to 2017. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various strategies, including dividend growth, long-term growth, multi-cap, and income-focused approaches.

Dana Croswhite is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Oxbow Advisors, LLC since 2015, where he serves as a financial advisor. Oxbow Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars to individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage customized portfolios across various investment strategies.

Courtney Bechtol is a financial advisor at Oxbow Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Oxbow Advisors since 2011. Outside of her advisory role, she serves as treasurer for Foster Angels of South Texas, a nonprofit focused on improving the lives of children in foster care. Oxbow Advisors provides discretionary portfolio management, financial planning, corporate retirement consulting, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm’s investment process incorporates fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, liquidity, and tax considerations.

Ryan Leggett is a financial advisor at Oxbow Advisors, LLC in Austin, TX, with nine years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America. Oxbow Advisors provides discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm employs an investment process focused on undervalued equities and asset allocation, utilizing various strategies and trading tools on a discretionary basis.

James Oakley is a financial advisor at Oxbow Advisors, LLC in Austin, TX, with 51 years of industry experience. He holds the CFP® and CFA® designations and has been with Oxbow Advisors since 2011. Oakley is also a founder of two non-profit organizations dedicated to helping foster children in Texas. Oxbow Advisors, LLC provides discretionary portfolio management and financial planning services to a range of clients including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes identifying undervalued equities and appropriate asset allocation through macroeconomic, fundamental, technical, and sector analysis, implementing various strategies such as Conservative Fixed Income, High Income, Dividend Growth, Long-Term Growth, and Multi-Cap.