Practice Management
Catherine Farley is chief financial officer for Oxford Financial Group, Ltd. She is a member of the Senior Management Committee and Value Council Committee and is responsible for the finances of Oxford.
Prior to joining Oxford, Catherine served as executive vice president and chief operating officer at OBS Financial Services in Perrysburg, Ohio. In that role, she was responsible for leading strategic initiatives, compliance, finance, human resources, information technology, client service and operations.
Catherine graduated from the University of Michigan Ross School of Business with a Bachelor of Business Administration, emphasis in Accounting. She went on to complete the Securities Industry Institute (SII) Wharton/SIFMA three-year leadership program. She was a former Allied Member of the New York Stock Exchange, has a Series 65 license and holds a CPA certification (inactive).
Emeritus board member: 2020-2022
CATHERINE'S INSIGHTS
Practice Management
Practice Management