Evan Oliver
Directeur Général chez Verity Wealth Advisors LLC
Postes actifs de Evan Oliver
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - |
| Compliance Officer | 01/01/2003 | - | |
| Fondateur | 01/01/2003 | - |
Historique de carrière de Evan Oliver
Formation de Evan Oliver
| United States Naval Academy | Undergraduate Degree |
| Stanford Graduate School of Business | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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