500 West 5th Street, Suite 1205 Austin, TX 78701
Ted Oakley - Oxbow Advisors - Austin Texas - Mobile

J. Ted Oakley, CFA, CFP

Managing Partner

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.

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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_Houston_Texas _2019_mobile

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_BechtolCorpus_Christi_Texas

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.

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Dana B. Croswhite, CFA, CIC

Partner | Portfolio Manager

Dana has twenty-nine 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.

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Alexander W. Pierce III

Partner | Portfolio Manager & Analyst

Alexander W. “Rusty” Pierce began his career in the financial services industry in San Antonio, Texas, in 1980 after graduating from Southern Methodist University with a B.B.A. in Finance. He has broad experience in many areas of the industry, having served as a research analyst, portfolio manager, and compliance officer. Rusty joined Oxbow Advisors’ predecessor firm, HPO Advisors, in 2010. He serves on the investment committee and oversees all aspects of Oxbow’s San Antonio office.

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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.

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.

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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.

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Keys Oakley

Partner | Director of Business Development

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.

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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.

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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_GoffCorpus_Christi_Texas

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.

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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.

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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_Oechsin_Houston_Texas

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 GIPS 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.

Amy_Cummings_Corpus_Christi_Texas

Amy Cummings

Administrative Assistant

Amy Cummings joined Oxbow Advisors in 2018, with a background in the banking industry. She currently attends Del Mar College in Corpus Christi, Texas. Utilizing her exceptional customer service skills and banking knowledge Amy serves as an Administrative Assistant in our Corpus Christi office.

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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.

Henry_Burgess_Oxbow_Advisors_Houston_Texas _2019_mobile

Henry Burgess

Associate Portfolio Manager

Henry began his career at Oxbow Advisors in 2020 after graduating from Texas Tech with a degree in Personal Financial Planning. A native Houstonian, Henry is passionate about helping people improve their financial wellbeing through proper planning. Outside of work Henry enjoys soccer, hiking, and all things Texas Tech.

J. Ted Oakley, CFA, CFP

Managing Partner

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors.

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.

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.

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.

Dana B. Croswhite, CFA, CIC

Partner | Portfolio Manager

Dana has twenty-nine years of experience in the investment industry. Before joining Oxbow, she had been with King Investment Advisors, Inc. 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.

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.

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.

Alexander W. Pierce III

Partner | Portfolio Manager & Analyst

Alexander W. “Rusty” Pierce began his career in the financial services industry in San Antonio, Texas, in 1980 after graduating from Southern Methodist University with a B.B.A. in Finance. He has broad experience in many areas of the industry, having served as a research analyst, portfolio manager, and compliance officer. Rusty joined Oxbow Advisors’ predecessor firm, HPO Advisors, in 2010. He serves on the investment committee and oversees all aspects of Oxbow’s San Antonio office.

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.

Keys Oakley

Partner | Director of Business Development

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.

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.

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 GIPS 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.

Henry Burgess

Associate Portfolio Manager

Henry began his career at Oxbow Advisors in 2020 after graduating from Texas Tech with a degree in Personal Financial Planning. A native Houstonian, Henry is passionate about helping people improve their financial wellbeing through proper planning. Outside of work Henry enjoys soccer, hiking, and all things Texas Tech.

Kim Mathis-Doumis

Chief Compliance Officer

Kim has been in the investment advisory business since 1989. She has served in many capacities throughout her career in the industry, including CCO 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.

Lane Wimberly

Vice President, Technology & Operations, Trader

Lane joined Oxbow Advisors in 2015 after being a member of King Investment Advisors since 1998. Lane serves as Trader & Technology & Operations specialist for the Oxbow-Houston office.  Lane assist the investment team with research, analytical support, client reporting, and trading. He supervises performance monitoring firm-wide. He also manages the information technology systems. Lane attended the University of Houston. He received a Bachelor of Business Administration with a concentration in Finance.

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.

Amy Cummings

Administrative Assistant

Amy Cummings joined Oxbow Advisors in 2018, with a background in the banking industry. She currently attends Del Mar College in Corpus Christi, Texas. Utilizing her exceptional customer service skills and banking knowledge Amy serves as an Administrative Assistant in our Corpus Christi office.

Mary McComb

Vice President | Client Relations & 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.

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.

Katherine 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.

Talk To An Advisor: 512-386-1088