Kristina Baron
Portfolio Manager-Equities at Oxford Financial Group Ltd.
Profile
Ms. Kristina R.
Baron is a Co-Managing Partner & Managing Director at Oxford Financial Group Ltd.
Ms. Baron coordinates cohesive investment and wealth enhancement strategies, focusing primarily on Oxford’s unique Aspirational Solutions and Diversifier Strategies.
Additionally, she holds a key leadership role and serves as a member of Oxford’s Board of Directors, the Oxford Executive Council and as Chair of the Oxford Investment Board.
Prior to joining Oxford, she served as a Vice President and Regional Director for Goldman, Sachs & Co. There she mentored financial professionals, institutions and ultra-high-net-worth clients on the proper placement of specific Goldman Sachs solutions, including hedge funds, private equity, mutual funds and exchange traded funds (ETFs).
She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting.
Prior to Goldman, she spent several years at Fidelity Investments.
Ms. Baron earned her bachelor of science degree in financial services management from Johnson & Wales University.
She went on to earn a master of business administration (MBA), graduating summa cum laude with concentrations in global finance and global business leadership.
Kristina Baron active positions
| Companies | Position | Start |
|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Portfolio Manager-Equities | 2016-04-30 |
Former positions of Kristina Baron
| Companies | Position | End |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 2016-04-30 |
Training of Kristina Baron
| Johnson & Wales University, Inc. | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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