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Olga Poltoratskaya Okaty
Gestionnaire de Portefeuille-Actions chez
Centerpoint Advisors LLC
Profil
Ms. Olga P.
Okaty is a Principal & Director of Financial Planning at Centerpoint Advisors LLC and a Member at Financial Planning Association of Australia Ltd. She helps clients find direction and navigate complex financial decisions with confidence by developing planning and investing strategies that support their life goals and vision.
She has over 15 years of experience in multigenerational planning and wealth management.
She earned her Master’s Degree in International Economics and Finance from the Brandeis University International Business School, and also holds Bachelors degrees from Brandeis University in Economics, Russian Language and Literature, and European Cultural Studies.
She is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association, a member of Centerpoint’s Investment Committee, and holds FINRA Series 63, 65 and 7 licenses.
She is also a Certified Divorce Financial Analyst professional, leveraging her vast financial planning skills to assist clients with navigating family restructuring and life transitions.
Postes actifs de Olga Poltoratskaya Okaty
| Sociétés | Poste | Début |
|---|---|---|
Centerpoint Advisors LLC
 Centerpoint Advisors LLC Investment ManagersFinance Centerpoint Advisors offers portfolios that are all fixed income, all equity, or a blend of both.. The firm primarily allocates clients’ investment management assets among exchange-traded funds (“ETFs”), mutual funds, and/or individual debt and equity securities in accordance with the investment objectives of the client. Centerpoint may also utilize third party money managers in a separately managed account. | Gestionnaire de Portefeuille-Actions | 01/05/2006 |
Financial Planning Association of Australia Ltd.
 Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Operates as an association of financial planners and advisers | Corporate Officer/Principal | - |
Formation de Olga Poltoratskaya Okaty
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Brandeis University
 Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Operates as an association of financial planners and advisers | Commercial Services |
Centerpoint Advisors LLC
Centerpoint Advisors LLC Investment ManagersFinance Centerpoint Advisors offers portfolios that are all fixed income, all equity, or a blend of both.. The firm primarily allocates clients’ investment management assets among exchange-traded funds (“ETFs”), mutual funds, and/or individual debt and equity securities in accordance with the investment objectives of the client. Centerpoint may also utilize third party money managers in a separately managed account. | Finance |
