Oxford Financial Group Appoints Former Goldman Sachs Advisor Eric D. Lipkind as Managing Director in New York
Oxford Financial Group, Ltd., a major independent Registered Investment Advisor (RIA), has expanded its New York presence by appointing Eric D. Lipkind as Managing Director. Lipkind joins the firm from Goldman Sachs, where he served as a Private Wealth Advisor specializing in ultra-high-net-worth families and institutions. The appointment is part of Oxford's strategic growth in the New York market, focusing on integrating investment management with complex estate coordination, tax strategy, and insurance oversight. Lipkind will work alongside existing Managing Directors to serve high-net-worth clients through multigenerational wealth planning.
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Topics: Executive Hire Expansion Wealth Management