Bo Ramsey

Chief Investment Officer @Oxford Financial Group, Ltd.

Carmel, IN, US
MOBILE NUMBERS
+12•••••••01

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WORK HISTORY

Feb 2021 — Present

Chief Investment Officer @Oxford Financial Group, Ltd.

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Oversees Oxford’s Investment Management Group and the Oxford Investment Fellows by establishing the long‐term investment vision, philosophy and strategies for Oxford’s CIO practice. Acts as the lead oversight for all direct investment and investment manager due diligence criteria and asset allocation policies. Responsible for sourcing and vetting specific private market investments (primary, secondary, co-investment, and direct) and for performing investment research. Serves on the Senior Leadership Committee, Oxford Investment Board, Mayfair Investment Committee and all Investment Management Group committees.

SKILLS

Strategic PlanningFinanceMergersCorporate GovernanceLeadershipFinancial ModelingFinancial AnalysisMergers & AcquisitionsPortfolio ManagementPrivate EquityVenture CapitalContract NegotiationInvestmentsIntellectual PropertyLegal WritingCorporate LawManagementNegotiationDue DiligenceCorporate FinanceLicensing

ABOUT BO RAMSEY

Senior investment professional with experience across all asset classes, asset…

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