Jeffrey H. Thomasson is CEO and Managing Director of Oxford Financial Group, Ltd. See contact routes.
Jeffrey H. Thomasson is CEO and Managing Director of Oxford Financial Group, Ltd., which he founded in 1981 after earning an MBA from Indiana University’s Graduate Business School; Oxford describes him as focused on serving individuals and families across many states. Publicly available material presents him as a wealth-management leader rather than a venture or private-equity investor, and it does not disclose a stage-based or sector-specific investment thesis. No verified information was found on typical check size, lead/follow behavior, or any direct deal-investing pattern. Likewise, no named portfolio companies were found in the available sources. Oxford’s published ownership commentary emphasizes independence and an “Owners Working with Owners” mindset, with partner ownership placed into a dynasty trust structure. Thomasson’s public writing appears mainly in Oxford annual reports and leadership profiles rather than standalone investment essays. Given the limited evidence, this profile is best understood as a description of a family-office wealth executive, not an active company investor.
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