Oxford Financial Group Hires Veterans to Target Ultra-High-Net-Worth Clients
What happened
Oxford Financial Group is expanding its team of managing directors to better serve ultra-high-net-worth clients, alongside Fiduciary Trust International and BMO. The firm appointed Eric D. Lipkind, a former private wealth advisor at Goldman Sachs, as a managing director in New York. Earlier in June, Oxford Financial Group appointed Neal Davis and Ashlee Walton as managing directors at its Cincinnati office.
From investmentnews.com
Why it matters
The appointments reflect Oxford Financial Group's strategy to deepen its services for high-net-worth families, coordinating investment management with estate planning and tax strategy. The firm reported managing over $38 billion in assets under advisement as of December 31, 2024.
Oxford Financial Group operates offices in Cincinnati, Chicago, and Atlanta and is linked to SageSpring Wealth and Dynasty.
From investmentnews.com
Who's involved
- Goldman SachsFormer employer of Eric D. Lipkind, who joined Oxford Financial Group.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Goldman SachsSpeculative
Goldman Sachs might face reduced revenue from the loss of key private wealth advisor Eric D. Lipkind to a competitor.
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The entities involved
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Cincinnati
city in Ohio, United States; county seat of Hamilton County