OurPeople

The cornerstone of any organization serving the needs of the affluent is people. This means people who are excellent listeners and who can best understand the complexities of family dynamics, business succession and philanthropy all superimposed over a notion of wealth stewardship. In short, people who know how best to serve the client.

Oberlin advisors have deep expertise in wealth management and client service. For many decades Cliff Oberlin and JC Campuzano have each had the opportunity of working with some of the best people in the financial services industry. Today, Cliff and JC now lead the very talented group of professionals, consultants and subject matter experts who together serve as Oberlin advisors. 

 

Oberlin Wealth Cliff 0099Chairman & CEO

A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is the Founder, Chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor and Oberlin Financial International, a FINRA Registered Broker/Dealer, serving the ultra-affluent with an office in Miami and an Operations Center in Ohio. Cliff was also Founder, President and CEO of NRP Financial, Inc., a broker/dealer and registered investment adviser founded in 2000. NRP Financial and NRP Advisors grew to over 450 Registered Representatives, 150 offices and over $50,000,000 in revenue prior to being acquired by LPL Financial in December 2010. NRP was a two time INC 500 company, ranking #2 on the list in 2009.

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Oberlin Wealth Steve 0034Senior Portfolio Advisor
Stephen has over 15 years of experience in the investment management industry. He founded his own firm in 2008 where he developed its core investment philosophy and research process. Prior, Stephen spent his career providing value-added counsel for institutional clients such as Foundations, Endowments and ERISA Plans for National Retirement Partners (NRP) and McDonald Investments. 

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Oberlin Wealth Sheryl 0150Operations Director
Cheryl has worked with Oberlin family-related businesses for over 17 years. Cheryl joined MFI Investments Corp. in 1996 in Private Client Services. She transitioned to NRP Financial in 2000 as Supervisor of Operations until its sale to LPL in 2010. At that time, she moved to an entity that became Oberlin Wealth Partners, LLC where she serves today as Director of the Ohio-based operations center for the firm.

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