Robert M. Twitchell

Robert Twitchell is a Managing Director and Client Relationship Director at Oxford Financial Group, Ltd., where responsibilities focus on client service, portfolio management, and business development within the Investment Services practice since May 2009. Previously, Robert held the position of Vice President at JPMorgan Asset Management from August 1999 to May 2009, leading the Institutional Advisor Team’s Central Region and advising over two hundred private wealth advisory firms on asset allocation and manager selection, with expertise in institutional equity, fixed income strategies, alternative investments, behavioral finance, and structured notes. Robert holds an MBA in Finance from Georgetown University McDonough School of Business and a BS in Finance & International Studies from Indiana University Bloomington, along with an educational background from Phillips Exeter Academy.