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About Our Experts

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Julia Guth, CEO and Executive Director

Julia Guth has been the CEO and Executive Director of The Oxford Club since its inception in Baltimore more than 25 years ago.

She is also the Founder of Investment U, the educational arm of The Oxford Club. In addition, she’s the Founder and Executive Director of the nonprofit Roberto Clemente Health Clinic in Nicaragua.

Julia credits the Club’s success to its long-term global perspective, as well as the talented advisory and service teams she’s put together on behalf of its Members. Julia graduated from the University of Colorado, Boulder, with a B.A. in Latin American studies, and holds an MBA from Thunderbird, The American Graduate School of International Management in Phoenix, Arizona.

James Boxley Cooke, Honorary Chairman

James Boxley CookeJames Boxley Cooke is a former executive with T. Rowe Price. Now retired, James serves as the Honorary Chairman of the world’s largest private financial fellowship, The Oxford Club. His position at the head of The Oxford Club gives him access to intelligence and ideas the average investor never hears about – making him a valued resource for Members.


Alexander Green, Chief Investment Strategist

Alexander Green Senior Editor of The Oxford Communiqué; Editor of The Momentum Alert, The Insider Alert and The True Value Alert

Alexander Green is the Chief Investment Strategist of The Oxford Club and Investment U. The independent Hulbert Financial Digest has ranked his Oxford Communiqué as one of the 10 top-performing investment letters in the nation for the last 15 years. Alex is also the author of four national best-sellers: The Gone Fishin’ PortfolioThe Secret of Shelter Island, Beyond Wealth and An Embarrassment of Riches.

Marc Lichtenfeld, Chief Income Strategist

marcColor_115x130Senior Editor of The Oxford Income Letter; Editor of Oxford Systems Trader, Lightning Trend Trader and Chairman’s Circle Breakout Alert; Host of Marc Lichtenfeld’s Oxford Club Radio

Marc Lichtenfeld is the Chief Income Strategist of The Oxford Club. After getting his start on the trading desk at Carlin Equities, he moved over to Avalon Research Group as a senior analyst. Over the years, Marc’s commentary has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer’s TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Fox Business and Yahoo Finance. His book Get Rich With Dividends: A Proven System for Double-Digit Returns achieved best-seller status shortly after its release in 2012.

Marc is the Senior Editor of The Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is also the Editor of Oxford Systems Trader and Lightning Trend Trader. In addition, he hosts the weekly program Marc Lichtenfeld’s Oxford Club Radio, which airs on 1290 WJNO in South Florida and goes out as a podcast to 20,000 subscribers.


Steve McDonald, Bond Strategist

Steve McDonaldEditor of Oxford Bond Advantage; Host of Market Wake-Up Call

Steve McDonald is the Bond Strategist of The Oxford Club. He is Editor of Oxford Bond Advantage, and Contributing Editor to The Oxford Income Letter and Wealthy Retirement. Steve is also the Host of Market Wake-Up Call for the Members-only newsletter The Oxford Insight. Every Sunday, Steve interviews industry experts to bring Members breaking news and exciting market commentary.

Every week for Wealthy Retirement, Steve puts together his “Slap in the Face” Award video. In the popular “Slap in the Face” Award series, Steve doles out no-holds-barred criticism to anyone (and anything) getting in the way of your wealthy retirement.

Steve has worked as a professional broker and has been an active trader of bonds for more than two decades, specializing in ultra-short maturity corporate bonds. Before entering the investment industry, Steve was a naval aviator, flying fixed- and rotary-winged aircraft, and also served as a surface warfare officer.

Matthew Carr, Emerging Trends Strategist

matt-carr-smallEditor of Oxford Resource ExplorerPrime System Trader and The VIPER Alert

Matthew Carr is the Emerging Trends Strategist of The Oxford Club. His unique take on investing – focusing on predictable “Prime Periods” for stocks – has led to countless outsized gains. (These include the largest return in Club history, a whopping 2,733% on Columbia Sportswear.) Matthew cut his teeth in the industry as a writer for the energy trade publications Natural Gas Week, Gas Market Reconnaissance and Oil Daily. He also dug into exports and international trade finance for Business Credit magazine.

Today, Matthew is the Editor of Oxford Resource ExplorerPrime System Trader and The VIPER Alert. He is also a Contributing Editor to Energy & Resources Digest.

David Fessler, Energy and Infrastructure Strategist

Editor of Advanced Energy Strategist

David is the Energy and Infrastructure Strategist of The Oxford Club. He is Editor of Advanced Energy Strategist and a Contributing Editor to Oxford Resource Explorer and Energy & Resources Digest

As a degreed electrical engineer, Dave was vice president of two successful tech businesses – LTX Corporation and Quality Telecommunications Inc. Since “retiring” at age 47, Dave has used his educational and professional experience to research the best opportunities in the technology, infrastructure and energy sectors.

A true energy innovator, Dave has installed his own micro-grid to power his 68-acre farm in Pennsylvania and can be seen on the road in an all-electric vehicle. His in-depth research and expert presentations on renewable energy have incited strong praise from fellow industry leaders.

Karim Rahemtulla, Options Strategist

Editor of Automatic Trading Millionaire

Karim Rahemtulla is the Options Strategist for The Oxford Club and the Editor of Automatic Trading Millionaire. With more than 20 years of experience in options trading and international markets, Karim also serves as a contributing editor to Beyond the Dollar. He is the author of the best-selling book Where in the World Should I Invest?

Eric Fry, Macro Strategist

Editor of Fry’s Pinnacle Portfolio and a Contributing Editor of Oxford Resource Explorer and Advanced Energy Strategist

International finance expert and former hedge fund manager, Eric J. Fry is The Oxford Club’s Macro Strategist, and resident expert on global investment trends. Eric’s appeared on CNBC, Fox News, CNN, Russia Today and ABC’s Good Morning America. His work has also been featured by several publications, including Time magazine, Barron’s, The Wall Street Journal, Bloomberg Businessweek, USA Today, Los Angeles Times and Money magazine.

Nicholas Vardy, ETF Strategist

Editor of an exciting new product launching this spring (stay tuned)!

The Club has been actively searching for the ideal exchange-traded fund (ETF) expert – and we finally found him.

ETF Strategist Nicholas Vardy is the latest addition to the Club. Based in London, Nick is a widely recognized expert on this exploding asset class and accomplished investment guru, with several successful newsletters to his name. Nick has been a regular commentator on CNN International and Fox Business Network. He has also been cited in The Wall Street JournalNewsweek, Fox Business News, CBS MarketWatch, Yahoo Finance and MSN Money Central.

Nick holds a bachelor’s degree from Stanford University and a J.D. from Harvard Law School. He is also an associate of the Adam Smith Institute in London and the Chatham House think tank.

Until his product launch, Nicholas will be teaming up with Alexander Green, writing for Investment U Plus and The Oxford Communiqué.