Chicago, IL Office

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

Austin Carey is a CFP®-designated financial advisor with six years of industry experience. He currently works at Oxford Financial Group, Ltd and previously held roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services LLC, and Cadence Bank. Carey is based in Chicago, IL. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets with both discretionary and non-discretionary client arrangements.

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 24 years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Chase Bank, Charles Schwab, and Morgan Stanley. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and fiduciary trust administration. The firm emphasizes diversified asset allocation across public and alternative asset classes, employing dedicated investment teams and customized investment solutions.