Oxford Financial Group
Laura Clark, CFA, currently serves as Managing Director at Oxford Financial Group, Ltd., a position held since September 2011, overseeing a firm with $30 billion under advisement for high net worth individuals and various institutional clients. Prior experience includes roles as Principal and Portfolio Manager at Lowry Hill and Front Barnett Associates LLC, where responsibilities encompassed managing substantial client assets. Laura began a career at J.P. Morgan, progressing through various leadership roles in Institutional Equity Sales and Corporate Finance. Educational qualifications include a B.S. in Engineering from Cornell University and a Masters in Humanities from the University of Chicago, alongside the prestigious CFA designation, recognized as the premier credential for investment professionals.
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Oxford Financial Group
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).