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Categories
Practice Management
Women in leadership
Catherine Farley
Chief Financial Officer, Oxford Financial Group, Ltd.
Rita Lee
Partner, Cerity Partners
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Video: Women in leadership — RIA Advisory Board perspectives

Two inaugural members of Capital Group’s RIA Advisory Board share their experiences in leadership roles in the finance industry. In this webinar, Catherine Farley, CFO Oxford Financial Group, and Rita Lee, VP and director of research for Brouwer & Janachowski, talk about how they got their starts, found mentors and how the experience of being a woman in the RIA space has changed over time.

They also discuss what it means to be a part of Capital’s RIA Advisory Board and the benefits of having a place to share strategies with other RIAs during turbulent times.



Catherine Farley is chief financial officer for Oxford Financial Group, Ltd. She is a member of the Senior Management Committee and Value Council Committee and is responsible for the finances of Oxford. She holds a Bachelor of Business Administration, emphasis in Accounting from the University of Michigan.

Rita is a partner with Cerity Partners and is based in the Mill Valley office. She provides comprehensive investment and planning advice to high net worth individuals and their families, businesses and non-profit organizations. Rita works with a wide array of clients and has expertise in working with professionals, tech executives and business owners. She has deep experience helping clients reach their financial goals through customized asset allocations and strategies that participate in growth markets and protection in down markets.


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