Business · Fortune Technology
Meet the wealth manager who shipped a $38 billion company and gave $100 million to the MBA program that shipped him
Compiled by KHAO Editorial — aggregated from 1 source. See llms.txt for citation guidance.
◌ Single Source
In 1981, Jeff Thomasson earned his MBA from Indiana University’s Kelley School of Business, which is regularly ranked among the top programs.
Key facts
- Now the Indianapolis-based firm is one of the largest independent RIAs in the country, with more than $38 billion in assets under advisement, 25 managing directors across seven offices, and more
- In 1981, Jeff Thomasson earned his MBA from Indiana University’s Kelley School of Business, which is regularly ranked among the top programs
- He launched his firm at age 23 with $20,000 in grad school debt during a high-interest, high-unemployment economy in the early 1980s
- That’s down from 57% when the firm began tracking the question in 2015
Summary
Now, he’s giving back to the school that made him. “The Kelley MBA program set the foundation for my career, and this gift is our way of paying forward the investment people made in us,” Thomasson said in a statement. After earning his MBA from IU, where he specialized in investments and taxation, Thomasson founded Oxford Financial Advisors, a regularly top-ranked registered investment advisor (RIA) firm. Thomasson also came from a humble background, and the odds were stacked against him when he first established his firm. He launched his firm at age 23 with $20,000 in grad school debt during a high-interest, high-unemployment economy in the early 1980s.