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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-11-06 |
Branch Locations
980 N Michigan Avenue Suite 1500, Chicago, IL 60611 • United States
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd. | Chicago | IL | 10/2017 | Present |
| William Blair & Co., Llc | Chicago | IL | 07/2008 | 10/2017 |
As part of my role as an Oxford Investment Fellow, I serve on Limited Partner Advisory Committees for certain underlying investment funds where an Oxford private fund is a limited partner and receive no compensation for this role.
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