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Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey

Thursday, 16 May 2024 03:55 PM

CLEVELAND, OH / ACCESSWIRE / May 16, 2024 / Oxford Harriman & Company is excited to announce their recent merger with CRT Private Wealth Management in Fairfield, NJ. The merger brings the combined experience and knowledge of Michael Ciano, Michael Tepperman and Alan Guenzel as Partners & Managing Directors and Vince Donato as First Vice President.

Prior to joining Oxford Harriman & Company in March of 2024, Ciano and Tepperman were co-founders and Partners of CRT Private Wealth Management, which they started in 2009. They serve as financial advisors to entrepreneurs, high-net-worth families, and institutions. They are experienced in delivering value-added advice around investment management, brokerage, risk mitigation, banking services, and wealth planning.

Oxford Harriman & Company is a boutique wealth management practice with twenty locations in seven states.

"I had the pleasure of getting to know this team when they first joined Wells Fargo Advisors Financial Network (FiNet) more than a decade ago and loved working with them," said Kent Whitaker, President of Oxford Harriman & Company. "They are a wonderful and talented group of professionals, and we are excited to be partnered together."

"We are thrilled to have created this merger with CRT Private Wealth Management," said Dennis Barba, CEO of Oxford Harriman. "They bring a wealth of experience and expertise to our team, and we are confident that they will provide exceptional service and advice to help our clients achieve their financial goals."

Michael Ciano serves as a Senior Private Investment Management (PIM) Portfolio Manager.

Michael Tepperman has earned the CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board of Standards. He has successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning, risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners are held to a higher fiduciary standard and agree to meet ongoing continuing education requirements.

About Wells Fargo Advisors Financial Network: For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what is right for clients. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com

About Oxford Harriman & Company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the practice provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network (WFAFN aka FiNet), with offices in Cleveland OH, Chagrin Falls OH, Detroit MI, Midtown Manhattan NY, Buffalo NY, Syracuse NY, Kingston NY, Short Hills NJ, Newport News VA, Astoria NY, Albany NY, Mentor OH, Boston MA, Fairfield, NJ and Sarasota, FL.

oxfordharriman.com

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC. Oxford Harriman & Company is a separate entity from WFAFN.

2024 Oxford Harriman & Company. All rights reserved.

Media Details
Company: Oxford Harriman & Company
Mail: [email protected]
Website: https://oxfordharriman.com/
City and Country: Cleveland, OH, USA

SOURCE: Oxford Harriman & Company

Topic:
Company Update
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