Oxford Harriman & Company

Bios

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  Dennis P. Barba, Jr., Ph.D.

  CEO & Managing Partner

  Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. Dennis has gained broad-based experience during his 30-plus year career. Prior to founding Oxford Harriman & Company, Dennis was a Senior Vice President with both UBS and Raymond James. In addition to his financial career, Dennis is the author of four books and has served as an adjunct professor at the Weatherhead School of Management at Case Western Reserve University in Cleveland, OH, as well as a guest lecturer at Miami University and The Columbia Graduate School of Business. He has also overseen educational programs at financial institutions nationwide and has been quoted in numerous financial publications. Dennis received a bachelor’s degree in economics from Miami University in Oxford, OH. He is an alumnus of the Columbia Graduate school of business as well as has an M.B.A. and a Ph.D. in business administration from California Coast University. He holds Series 7, 24, 63 and 65 securities registrations. Dennis has given back to the community through his passion for youth basketball. Dennis has coached top-ranked AAU basketball teams as well as those at the high school level. He has also served as a shooting instructor at one the nation’s top basketball camps. He and his wife, Monica have been married for 32 years and reside in Chagrin Falls, Ohio. Dennis and Monica have three sons – Andy who plays basketball at Duquesne University in Pittsburgh, PA, Owen who graduated from Cleveland State University and is a working musician, and Peter who played basketball at Columbia University in New York, and is the founder and CEO of a tech company in the electric vehicle space

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  Link: Dennis P. Barba, Jr., Ph.D.

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  James E. Makee

  Executive Vice President & Partner

  Jim grew up in Lyndhurst, Ohio in a loving family where his educator parents instilled in him from an early age the importance of education and hard work on his path to success. As a result, Jim is defined by his strong work ethic which prompted him to pursue business endeavors at the age of eight by selling pussy willows on the corner and later delivering the Sun News, Cleveland Press and Plain Dealer within his neighborhood. While attending Miami University, Jim also became actively involved in the launching of a nationally chartered student credit union with more than 80 volunteer staff members. The First Miami Student Credit Union is still offering financial solutions to young people today. Jim is a graduate of the Miami University Farmer School of Business and holds degrees in both management and aeronautics. He and his wife have been happily married for 30 years and raised two delightful children. Jim’s family is the most important thing to him and he has found no greater joy in life than to watch and participate in their successes. Jim is devoted to healthy living and embraces any opportunity for physical activity. As a controlled risk taker, his athletic adventures include charity distance bike rides, flying, swimming, skydiving, running, kickboxing and anything on the water. He also enjoys woodworking projects and is part of a club that makes furniture to donate to local homeless and battered women’s shelters. Jim’s community is important to him, and he continues to be actively involved in his church, his children’s schools as well as various organizations. Being able to give back to his community has been a lifelong goal for Jim.

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  Link: James E. Makee

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  Greg Perram

  Managing Director & Partner

  Greg most recently was a First Vice President with UBS. He has over 25 years of experience in the financial services industry serving as a relationship manager, financial planner, private banker, and financial advisor. He has also held positions at MAI Capital Management, PNC Wealth Management, and Fifth Third Private Bank. Greg delivers value-added advice around investment management, brokerage, risk mitigation, banking services and wealth planning for his clients. He serves as his client’s trusted financial advisor, and provides advice and counsel to entrepreneurs, high-net-worth-families, and institutions. He offers a comprehensive investment planning solution that is tailored for the unique needs of each client. Greg is passionate about delivering exceptional client service at a time/place that is at the client’s convenience. Greg earned the CERTIFIED FINANCIAL PLANNERTM certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board of Standards and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning, risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners also agree to meet ongoing continuing education requirements and are held to a higher fiduciary standard. Greg graduated with his undergraduate degree from Ohio University, and his MBA from Case Western Reserve University’s Weatherhead School of Management. Greg was Treasurer and board member at New Directions Crossroads; an adolescent drug and alcohol rehabilitation/treatment center located in Pepper Pike, Ohio. He held the position of President and was board member of the Gilmour Academy Men’s Club. Greg believes in volunteering his time and through his Jesuit educational experience strives to be “a man for others”. A Northeast Ohio Native, Greg lives in Willoughby Hills, Ohio with his wife and three children. He enjoys spending time with his family, traveling, and working out.

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  Link: Greg Perram

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  Jaime Zarlenga-Siegler

  Managing Director & Partner

  Jaime Zarlenga is a Managing Director & Partner at Oxford Harriman & Company in their Chagrin Falls, Ohio office. Jaime helps individuals and families with their investment planning needs, while providing the highest standard of care. Jaime develops and implements a strategic plan that serves as the roadmap for her client’s financial and investment decisions. With over twenty years of experience, Jaime’s expertise also includes retirement planning and investment management. Jaime works with high-net-worth clients, entrepreneurs, and institutions to deliver a holistic approach to wealth and risk management. Jaime has been in the financial services industry since 2000 when she started her career at E*Trade Financial. Prior to joining Oxford Harriman & Company, Jaime was a Vice President and Senior Wealth Strategy Specialist with UBS Financial Services in Pepper Pike, Ohio. Jaime was a financial advisor at McDonald Investments in Cleveland, Ohio prior to that firm being acquired by UBS. Jaime graduated with a degree in finance with honors from the Fisher College of Business at The Ohio State University, and then went on to earn her Series 7, 63, 65 registrations, insurance licenses, and obtained her CERTIFIED FINANCIAL PLANNERTM certification in 2011. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board and who have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. Jaime enjoys spending time with her family in Bainbridge, Ohio, where she resides with her children, Gianna and James.

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  Link: Jaime Zarlenga-Siegler

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  Jack Makee

  Financial Advisor

  Jack grew up in Chesterland, Ohio where he has always had a passion for business and helping other people. When Jack was ten years old, he started his own landscaping company, Makee Landscaping. Jack successfully managed the company for eight years and developed relationships with many people in my community. Through Makee Landscaping, he discovered how to lead a team, grow a business, and most importantly, always keep his clients happy. After high school, Jack attended Miami University in Oxford, Ohio where he studied Finance and Business Analytics. Miami taught him the importance of education and how to collaborate with his peers to solve complex problems. On campus, Jack was involved in a student-run consulting firm, East Bridge Consultancy, where he served as the Vice President and Director of Corporate Outreach. These experiences continued to develop Jack’s passion for helping others and allowed him to understand problems businesses face daily. Jack graduated from Miami University in May of 2021 and currently resides in Lyndhurst, Ohio with his fiancée. He is passionate about living an active lifestyle dedicated to participating in activities in the outdoors. You can find him cruising around the streets of Northeast Ohio on his road bike, fly-fishing the local rivers or taking his dog, Dutton, on walks in the Cleveland Metroparks! Jack is devoted to giving back to his community and the environment through participating in multiple volunteer organizations in Ohio. He is currently a member of the Geauga County Ducks Unlimited Chapter, where Jack aims to protect and enhance waterfowl habitat.

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  Link: Jack Makee

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  Kery Hutner

  Managing Director & Partner

  Kery Hutner is a Managing Director & Partner with Oxford Harriman & Company, as well as a member of the practice’s investment policy committee. Kery has over 20 years of experience in the financial services industry. Before joining Oxford Harriman, Kery spent most of his career with Wells Fargo Advisors, most recently as a Managing Director - Investments. During that time, Kery facilitated advisor practices in merging and developing investment strategies, strategic planning, and investment planning protocols. Kery provides an investment planning process for high-net-worth individuals and corporations utilizing unique strategies tailored towards their specific goals, needs, and objectives. Kery understands that being a trusted advisor is an honor and has extensive experience guiding clients through life’s constant changes. Kery helps implement a team approach to wealth management, including other professionals critical to the client relationship. Kery coordinates with a client’s accountants, attorneys, and insurance providers, to help deliver a comprehensive and holistic plan for each relationship. Kery graduated from the University of Florida with a B.S.B.A. in Finance in 1995 and received the widely recognized CERTIFIED FINANCIAL PLANNER™ certification in 2013. Kery lives in Orange, Ohio, with his wife Stacie and their two children. Kery enjoys traveling, golfing, skiing, and most outdoor activities. Most importantly, Kery enjoys spending time with his family and coaching his kid’s in their many sporting activities.

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  Link: Kery Hutner

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  Eric Ingerman

  Partner

  Mr. Ingerman presently serves as a Partner of Oxford Harriman & Company. Prior to joining Oxford Harriman & Company, Eric spent eight years as a Financial Advisor for Wells Fargo Advisors in Chagrin Falls, Ohio. Before joining Wells Fargo Advisors, Eric spent 15 years working as an equity sales trader for Midwest Research and the Cleveland Research Company. During his time in equity sales & trading, Eric helped advise some of the U.S.’s largest mutual funds and hedge funds to construct & trade their portfolios. Eric has enjoyed a successful career in finance. He possesses extensive experience working with corporate executives, entrepreneurs, & high net worth families to help grow their wealth and achieve their financial goals. Eric values integrity, objective advice, and making a firm commitment to his client’s best interests. He feels strongly that an advisor must bring value from an investment perspective and put the client’s needs and goals first in the relationship. Eric holds Series 7 and 66 securities registrations, as well as his life insurance license. Eric is also a CERTIFIED FINANCIAL PLANNER™ professional, providing highly personalized planning and wealth management solutions. Eric graduated from Miami University with a B.A. in business and a minor in Russian and played club soccer for Miami. Eric resides in Solon, Ohio, with his wife Beth and their two sons. In addition to enjoying traveling with his family, Eric still plays soccer and coaches both of their son’s soccer teams.

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  Link: Eric Ingerman