Laura Clark

About Laura Clark

Proactive, innovative, and analytical senior executive with deep experience in wealth management and family office investment advisory firms. Passion and demonstrated success for growing burgeoning businesses. Diverse accomplishments in market expansion, market and firm leadership, and non-profit leadership experience complements talents in building successful client relationships and portfolio management.I am an experienced financial professional, with 25+ years of industry experience and I currently serve as a Managing Director at Oxford Financial, a wealth manager and financial planning firm for private and institutional clients. Prior to Oxford, I was a Partner and Investment Principal for Lowry Hill, where I managed private client investment portfolios and initiated Chicago business development efforts. Previous experience includes principal and equity partner with Front Barnett Associates, LLC, an independent investment firm in Chicago for private clients. I launched my career with J.P. Morgan and my roles included institutional equity sales, corporate finance, recruiting, and operations management. Market & Firm Leadership – Tasked with identifying and validating new potential business and market opportunities at Lowry Hill and Oxford Financial Advisors. Market & Firm Leadership – Board member, Trust Company of Oxford, Member, Trust Company Risk Committee, Member, Oxford Benefit Plan Committee. New Market Expansion – Cultivated and grew West Coast institutional clients using initial cold calls, building new relationships, and promoting JPM as new equity player in the market. Non-profit Leadership – As Chair and Founder of Cornell National Young Alumni Giving Program, spearheaded and launched national giving program for most recent 10 years of alumni using a regionalization strategy, increased donor numbers by 20% cumulatively, grew volunteers from 30 to 500, and generated annual gifts of $1+ million annually.

Experience

1. Managing Director

   Oxford Financial Group, Ltd.

   Sep 2011 — Present · Chicago, IL, US

   Recruited as Managing Director of firm with $30 billion under advisement for client base with ultra high net worth individuals, endowments, charitable foundations, and 401K plans. Market & Firm LeadershipLead Chicago team market and execute business development plans for Chicago and develop business in Southeastern Michigan. Develop and execute integrated market strategy for Chicago market team members, including marketing initiatives, advisor relationship management development, and focus-firm initiatives. Board member, Trust Company of Oxford. Member of Trust Company Risk Committee. Member, Firm-wide Risk Committee. Selected as member for Oxford\'s Retirement Plan Committee. Client Relationship Management Manage investment portfolios for private clients and institutions. Serve many of the firm\'s largest clients. Deliver an exceptional level of personalized service through managing day-to-day investment matters and addressing a variety of financial concerns. Demonstrated success in expanding relationships to next generation.Oxford Financial Group, Ltd.™, is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisors (RIA) firms in the country, with oversight on more than $30 billion in assets (which includes assets under management). An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 40 years, it has special expertise in alternative investments with emphasis on hedge funds and private equity. Oxford specializes in serving clients with net worths above $10 million. For additional information, call 80••••••89, or visit

Education

• Chartered Financial Analyst (CFA)

  The CFA is widely regarded as the premier designation for investment professionals.

  2000

• Cornell University

  B.S Engineering, Operations Research

• University of Chicago

  MLA, Masters in Humanities

  2002 — 2005

Skills

• Financial Planning
• Financial Analysis
• Mergers & Acquisitions
• Investment Advisory
• Brand Awareness
• New Market Expansion
• Asset Management
• Family Office
• Competitive Market Analysis
• Manage Client Relationships
• Strategy
• Wealth Management
• Investments
• Strategic Financial Planning
• Corporate Development
• Project Management
• Investment Strategies
• Alternative Investments
• Private Equity
• Hedge Funds
• Finance
• Asset Managment
• Corporate Finance
• Investment Management
• Portfolio Management
• Client Needs Assessment
• Financial Services
• Asset Allocation
• Equities