David Lewis - Email & Phone Number

Managing Director at Oxford Financial Group, Ltd.

David Lewis is based out of Greater Chicago Area and works at Oxford Financial Group, Ltd. as Managing Director.

David Lewis's Contact Information

David Lewis's Work email

d*****@ofglt***.com

Valid

Latest update

June 9, 2026

Location

Greater Chicago Area

David's current employer

Oxford Financial Group, Ltd.

Description

OXFORD FINANCIAL GROUP, LTD™

Website

ofgltd.com

HQ Location

Carmel, IN, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Oxford Financial Group, Ltd.

Frequent questions about David Lewis

What company is David Lewis working for?

David Lewis works for Oxford Financial Group, Ltd..

What is David Lewis's function at Oxford Financial Group, Ltd.?

David Lewis is Managing Director at Oxford Financial Group, Ltd..

Where is David Lewis based?

David Lewis is based out of Greater Chicago Area.

What is David Lewis's work email address?

David Lewis's professional email address is d*****@ofglt***.com

Who are David Lewis's co-workers?

David Lewis's colleagues are Jeffrey Thomasson, Carole Tanner, Dawn Parham, Brittany Barney, Sue McMillen, Christina Murdoch, Gail Boelke, Karrie Finke, Ayana Thomas, Brittany Miller, Alec Finn, Tim Dean, Raymie Anderson, Amy Tabak, Catherine Farley, Marti Tobar, Karen Mersereau, Robin Burian, Bryan Dunnivant, Ryan Shidler, Julia Weaver, Scott Simmons, Michael Rosen, Nicholas Klein, Jenni Emery, Grayson Miller, Keenan Call, Bart Francis, Greg Davis, Cameron Johnson, Tim Wittenbrook, Travis Armstrong, Josiah Sears, Matt Bell.

David's co-workers

Jeffrey Thomasson

CEO and Managing Director

Carole Tanner

EVP - Chief Strategy Officer

Dawn Parham

Private Family Services Coordinator

Brittany Barney

Mayfair Coordinator & Aspirational Pipeline Manager

Sue McMillen

Vice President, Chief Talent Officer

Christina Murdoch

Private Family Services Coordinator

Gail Boelke

Manager, Client Service Coordination at Oxford Financial Group, Ltd.

Karrie Finke

Private Family Services Coordinator

Ayana Thomas

Client Services Coordinator

Brittany Miller

Client Services Coordinator

Alec Finn

Client Services Coordinator

Tim Dean

COO / CFO

Raymie Anderson

Client Service Coordinator

Amy Tabak

Client Services Coordinator

Catherine Farley

Chief Administrative Officer (CAO) and Chief Financial Officer (CFO)

Marti Tobar

Private Family Services Coordinator

Karen Mersereau

Managing Director

Robin Burian

Director, Private Market Services

Bryan Dunnivant

Managing Director

Ryan Shidler

Managing Director & Oxford Investment Fellow

Julia Weaver

Managing Director and Family Office Fellow

Scott Simmons

Managing Director, The Trust Company of Oxford & Family Office Fellow

Michael Rosen

Managing Director of Private Equity

Nicholas Klein

Managing Director

Jenni Emery

Director of Compliance

Grayson Miller

Managing Director

Keenan Call

Director, Family Office Services

Bart Francis

Managing Director

Greg Davis

Managing Director & Oxford Investment Fellow

Senior Director, Investment Operations and Technology

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