Evan Oliver
Directeur Général chez Verity Wealth Advisors LLC
Profil
Mr. Robert E.
Oliver, CFA MBA, is a Founder at Verity Wealth Advisors LLC.
Prior to founding Verity Wealth Advisors in 2003, he had ten years of experience working with large institutional investors.
At Merrill Lynch, he managed both the firm’s equity and equity derivative businesses in the western region.
Prior to Merrill Lynch, he was a convertible bond specialist with Salomon Brothers.
Mr. Oliver graduated from United States Naval Academy with a B.S.
in Aerospace Engineering and served in the Navy for six years, leaving the service as a Lieutenant.
He also earned an MBA from Stanford Graduate School of Business.
He is a CFA charter holder and CFP certificated and holds the Certified Divorce Financial Analyst certification from the Institute for Divorce Financial Analysts.
Postes actifs de Evan Oliver
| Sociétés | Poste | Début |
|---|---|---|
Verity Wealth Advisors LLC
 Verity Wealth Advisors LLC Investment ManagersFinance VERITY Wealth Advisors LLC (VERITY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by R. Evan Oliver in 2003. VERITY Y provides a broad range of financial advisory services primarily to high-net-worth (HNW) and non-HNW individuals, but also does limited work with other entities such as retirement plans, and trustees of irrevocable trusts. They also supervise assets managed or sub-advised by other investment advisers. | Directeur Général | 01/01/2003 |
Formation de Evan Oliver
| United States Naval Academy | Undergraduate Degree |
| Stanford Graduate School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Verity Wealth Advisors LLC
Verity Wealth Advisors LLC Investment ManagersFinance VERITY Wealth Advisors LLC (VERITY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by R. Evan Oliver in 2003. VERITY Y provides a broad range of financial advisory services primarily to high-net-worth (HNW) and non-HNW individuals, but also does limited work with other entities such as retirement plans, and trustees of irrevocable trusts. They also supervise assets managed or sub-advised by other investment advisers. | Finance |