International Wealth Management Forum
Cliff Oberlin
Founder, Chairman and CEO | OBERLIN WEALTH PARTNERS
Speaker Presentation
THE BUSINESS OF THE FAMILY – TOOLS TO HELP DEVELOP AND SUSTAIN HUMAN, SOCIAL AND FINANCIAL CAPITAL
When dealing with complex families, it’s important to gauge how the family office interacts with family members. Join this roundtable discussion to exchange ideas and tactics at working better towards developing policies and procedures for communicating and providing transparency as a valuable asset to the family.
Speaker Bio
A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is Founder, Chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor serving the ultra-affluent with offices in Miami, New York City and Los Angeles. Cliff was also Founder, President and CEO of NRP Financial, Inc., an Ohio 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 million 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.
Mr. Oberlin has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, the Oberlin family’s first broker/dealer. MFI was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multi-billion dollar bank holding company in 1995 and renamed Sky Investments.
Mr. Oberlin is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®). Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3 year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.
He was a 2009-2010 member of the FINRA Membership Committee; served as 2008 Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the 2007 Chairman of the Firm Element Committee. Mr. Oberlin has served on the NASD District 8 Business Conduct Committee and was Chairman of the NASD District 8 Business Conduct Nominating Committee and was elected to the 2010-2011 FINRA District 8 Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division. He has earned Million Dollar Round Table, Court of the Table and Top of the Table Honors and is currently a member of Young Presidents Organization (YPO) Miami and New York City Chapters, World President’s Organization (WPO) Miami/Fort Lauderdale and was a member of the YPO/WPO International Forum Committee (2008-2011). Cliff holds various securities licenses including FINRA Series 7, 24, 4, 53, 63 and 65.
Cliff Oberlin is co-author of ”Building a High-End Financial Services Practice”© Bloomberg Press 2004.
Speaker Presentation
THE BUSINESS OF THE FAMILY – TOOLS TO HELP DEVELOP AND SUSTAIN HUMAN, SOCIAL AND FINANCIAL CAPITAL
When dealing with complex families, it’s important to gauge how the family office interacts with family members. Join this roundtable discussion to exchange ideas and tactics at working better towards developing policies and procedures for communicating and providing transparency as a valuable asset to the family.
Speaker Bio
A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is Founder, Chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor serving the ultra-affluent with offices in Miami, New York City and Los Angeles. Cliff was also Founder, President and CEO of NRP Financial, Inc., an Ohio 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 million 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.
Mr. Oberlin has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, the Oberlin family’s first broker/dealer. MFI was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multi-billion dollar bank holding company in 1995 and renamed Sky Investments.
Mr. Oberlin is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®). Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3 year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.
He was a 2009-2010 member of the FINRA Membership Committee; served as 2008 Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the 2007 Chairman of the Firm Element Committee. Mr. Oberlin has served on the NASD District 8 Business Conduct Committee and was Chairman of the NASD District 8 Business Conduct Nominating Committee and was elected to the 2010-2011 FINRA District 8 Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division. He has earned Million Dollar Round Table, Court of the Table and Top of the Table Honors and is currently a member of Young Presidents Organization (YPO) Miami and New York City Chapters, World President’s Organization (WPO) Miami/Fort Lauderdale and was a member of the YPO/WPO International Forum Committee (2008-2011). Cliff holds various securities licenses including FINRA Series 7, 24, 4, 53, 63 and 65.
Cliff Oberlin is co-author of ”Building a High-End Financial Services Practice”© Bloomberg Press 2004.