David Oxley

David Oxley

Advisor

Bernstein Private Wealth Management

Philadelphia, PA

David Oxley is a vice president and wealth advisor at Bernstein Private Wealth Management, based in the firm’s Philadelphia office. He works with mission-driven individuals and organizations to solve social, environmental and educational challenges. Oxley comes to Bernstein with over a decade of experience in financial services. Prior to Bernstein, he was a township supervisor in Newtown, Pennsylvania, where he worked with the economic development and finance committees to create strategies for attracting new business to increase the tax base. He also spearheaded numerous social justice initiatives including organizing a local vigil for George Floyd and recognizing Juneteenth as a holiday. Oxley holds a BA in politics and government from the University of Hartford and is a member of Kappa Alpha Psi Fraternity, Incorporated. He serves as a board and committee member for several organizations, including Heritage Conservancy and United Way of Bucks County.

Online Courses

Past Webinars

  • Grants Management for Independent Schools This item is protected

    May 26, 2026
    Designed for business officers who manage or oversee grants, this webinar provides actionable tools and templates to strengthen financial stewardship and enhance mission impact through effective grants administration.
  • Enrollment Forecasting as a Strategic Financial Tool This item is protected

    May 8, 2026
    This webinar presents a strategic approach to enrollment forecasting that blends the enrollment team’s relational insights with financial analysis and data modeling. Learn how to strengthen projections using internal data alongside external signals.
  • There's More Room for Change Than You Think This item is protected

    April 24, 2026
    To stay competitive in today’s educational landscape, independent schools should modernize spaces by aligning with evolving pedagogical trends and technology advancements. Learn how existing spaces can be transformed to better serve a campus community.
  • Effortless Efficiency: Payroll to Performance This item is protected

    April 13, 2026
    Efficiency is paramount through the entire Human Resources function. In this webinar, HR leaders and business officers will explore how to streamline workforce management from payroll processing to performance evaluation.
  • Mission (and Margin) Possible: Leveraging Campus Assets This item is protected

    March 30, 2026
    From summer programs and rentals to strategic partnerships, schools can unlock new income streams. This webinar explores practical strategies to maximize underutilized assets, assess operational readiness, and design sustainable initiatives.

Net Assets Articles