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Oxford Financial Group Appoints Eric D. Lipkind as Managing Director

PRIVATENov 05, 2026
New to company · from Goldman Sachs“Before joining Oxford, Lipkind was a Private Wealth Advisor at Goldman Sachs in New York City”

Position

Director

Company

Oxford Financial Group Ltd

Eric D. Lipkind
TorontoFinancial Services

Description

Oxford Financial Group, Ltd. has appointed Eric D. Lipkind, MBA, as a Managing Director based in New York

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Company Information

Company

Oxford Financial Group Ltd

Location

Toronto, Ontario, Canada

About

Oxford Financial Group, Ltd. is one of the largest independent registered investment advisory firms in the U.S. They focus on managing wealth for ultra-high-net-worth clients. The firm is committed to using advanced technology to enhance the client experience and improve decision-making processes.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.