J. Ted Oakley, CFA, CFP
Managing Partner
Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, Thoughtful Money, The David Lin Report, and many more.
Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.
Mr. Oakley began his career in Dallas, Texas, over 40 years ago. He is the author of ten books: You Sold Your Company, $30 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, Your Money Mentality, and Stay Rich with a Balanced Portfolio.
Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. Mr. Oakley recently arranged for Foster Angels in South Texas to represent The Heart Gallery of Texas to further their adoption efforts.
Chance Finucane, CFA
Partner | Chief Investment Officer
Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm’s investment committee.
Trey Crain
Partner | Portfolio Manager
Trey Crain received an Economics degree from Rice University and joined Oxbow Advisors in 2011 after previously working in Houston, Texas. Trey serves as a portfolio manager, investment advisor representative, and as a member of the firm’s investment committee.
Courtney Gibson Bechtol
Partner | Director of Operations
Courtney Gibson Bechtol joined Oxbow Advisors’ predecessor firm HPO Advisors shortly after earning a B.B.A. from The University of Texas at Austin. Courtney serves as a Portfolio Manager, and is a member of the firm’s investment committee. Additionally, Texas State Governor Greg Abbott has appointed Courtney to the Board of Trustees for the Texas Emergency Services Retirement System.
Dana B. Croswhite, CFA
Partner | Portfolio Manager
Dana has thirty-four years of experience in the investment industry. Before joining Oxbow, she had been with King Investment Advisors, Inc. (“KING”) seven years. She is a graduate of Southern Methodist University and holds a B.B.A. with a concentration in Finance. Prior to joining KING, Dana served as Vice President and Senior Portfolio Manager for JPMorgan Chase Bank, managing $300 million in assets for high net worth Trust investment clients. Dana is a member of the firm’s investment committee.
Barry Brauchi, CFP®
Partner | Director of Investor Relations
Barry is a graduate from Texas Tech University with a degree in Personal Financial Planning. Barry joined Oxbow Advisors in 2016 after 13 years as a financial adviser, portfolio manager, and research analyst. He is a Certified Financial Planner® since 2004 and uses his experience in financial planning, portfolio management, risk analysis, and financial modeling to help clients identify and reach their investment goals.
Scott Budd, CFP®
Portfolio Manager
Scott is a graduate from Millsaps College with a degree in Accounting. Scott joined Oxbow Advisors in 2022 after 8 years working in various investment and planning related roles. He is a Certified Financial Planner® and uses his experience in financial planning, portfolio management, risk analysis, and financial modeling to help clients identify and reach their investment goals.
John B. Keys
Partner | Trading Operations
John Keys leads the firm’s trading department. Utilizing his more than 25 years of industry experience, he takes great care to ensure that all trades are executed in the most efficient manner on behalf of Oxbow Advisors’ clients. John received a B.B.A. from Texas A&M University and serves as a member of the firm’s investment committee.
Robert Walsh
Senior Portfolio Manager
Bob Walsh, Director of Investment Strategy and Senior Portfolio Manager, has been in the investment business since 1965. With experience spanning almost five decades, Bob shares his unique investment acumen as a member of the firm’s investment committee. Bob graduated from the University of Wisconsin with a B.B.A. in Business Administration.
Keys Oakley
Partner | Director of Marketing
Keys joined Oxbow Advisors in 2016 after 6 years of leading sales teams for two different contracting firms. Prior to that, Keys spent 10 years in the National Football League in Football Operations for the Washington Redskins and Miami Dolphins. Keys is a graduate of Colorado State University.
Kim Mathis-Doumis
Chief Compliance Officer
Kim Mathis-Doumis has been in the investment advisory business since 1989. She began her career in the Seattle, Washington area with an accounting background. She has served in many capacities throughout her career in the industry, including Chief Compliance Officer for an RIA firm. After moving from Seattle to Texas in 2011, she joined Oxbow Advisors. Kim has a graduate certificate in Financial Planning, is a registered investment advisor representative, and has been an active member of the Financial Planning Association for more than a decade. Kim serves as Oxbow’s Chief Compliance Officer.
Brandon Bunting
Vice President of Digital Marketing
Brandon is a graduate of Texas A&M – Corpus Christi with degrees in Media Communications, Theater Directing, & Modern Philosophy. Brandon started freelancing for Oxbow Advisors in 2017 after moving back to Texas from Southern California. His goal was to design a digital media company back in his home state, pulling from what he learned in his five years building a ground-up digital media strategy for a world-famous and distributed, family-owned surfboard manufacturer. It is also worth noting, before his California career, he spent six years as Senior Video Editor, Assistant Cinematographer & Digital Marketing Strategist for Enlightened Images in Corpus Christi. In December of 2020, Brandon became the full-time Director of Digital Marketing for Oxbow Advisors to fulfill their growing needs. Brandon’s responsibilities include web design, search engine optimization & digital marketing strategy. He also plans, captures, and distributes all of Ted Oakley and Chance Finucane’s media appearances.
Mary McComb
Vice President | Client Relations and Portfolio Administration
Mary McComb began her career in the financial services industry in 1982 and joined Oxbow Advisors’ predecessor firm, HPO Advisors, in 2010. Utilizing her experience in retail banking, securities brokerage, and portfolio management, Mary oversees account operations, portfolio administration, account management, and client service in Oxbow’s Austin and San Antonio, Texas offices. She graduated from Stephen F. Austin University.
Juanita Goff
Executive Assistant
Juanita Goff began her career in the banking industry in 1983. She has served in many capacities throughout her banking career. In addition, Juanita has attended Del Mar College in Corpus Christi, Texas. In 2014, Juanita joined Oxbow Advisors as a Portfolio Administrator utilizing her extensive experience in the financial services industry. She currently serves as an Executive Assistant and is located in our Corpus Christi office.
Lane Wimberly
Vice President, Technology and Operations, Trader
Lane joined Oxbow Advisors, LLC in April 2015 after being a member of King Investment Advisors since 1998. His current role as Trader complements his function as Technology and Operations specialist for the Oxbow-Houston office. While at KING, Lane assisted the investment team with research, analytical support, client reporting, and trading. He supervised performance monitoring firm-wide. He also managed the information technology systems and provided marketing support by maintaining the firm’s website. Prior to joining KING, Lane was a research assistant for a real estate appraisal firm. Lane attended the University of Houston. He received a Bachelor of Business Administration with a concentration in Finance.
Alysia Serres
Assistant Vice President | Senior Performance Analyst, Client Services Specialist
Alysia joined Oxbow Advisors, LLC in April 2015 after being a member of King Investment Advisors since 2007. She is Senior Performance Analyst for the firm in addition to her role as Client Services Specialist. Prior to joining KING she worked for Blockbuster for six years as store manager and customer service representative
Rosa Oechslin
Client Services Specialist
Rosa joined Oxbow Advisors, LLC in April 2015 after previously being a member of King Investment Advisors as Client Accounting Representative. Prior to joining KING, she was employed by several Houston corporations as an Accounts Payable Specialist and client service representative. Rosa attended the University of Houston and received a Bachelor of Fine Arts degree.
Linda Lehman
Vice President | Portfolio Management Systems
Linda joined Oxbow Advisors’ predecessor firm HPO Advisors in 2003. She serves as a member of the portfolio management system department and maintains the data for our compliance reporting. Linda has been in the industry since 2001 and is a registered investment advisor representative. Linda received her B.B.A. in Finance from Texas A&M University-Corpus Christi.
Katharine Conway
Portfolio Systems Administration Specialist
Katharine Conway joined Oxbow Advisors in 2019. Prior to joining Oxbow Katharine worked for HedgeServ in Dublin as part of the investor services team. Katharine received a BA in French and Italian from Trinity College Dublin and a Master of Science in Management from UCD Michael Smurfit Graduate Business School. Katharine serves as an administrator for our portfolio management systems.
Nicole Rasch
Client Services Associate
Nicole graduated from the University of Texas at Austin with a Bachelor of Journalism degree. She joined the Oxbow Team in May of 2023 as a Client Services Specialist.
ANITA MARTIN
Administrative Assistant
Anita began her financial career in the banking industry in 1991. She received her degree in business from Bee County College and joined Oxbow in May 2022 as an Administrative Assistant.
