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.
With 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 Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Gestionnaire de Portefeuille-Actions | 01/05/2006 |
Financial Planning Association of Australia Ltd.
 Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Corporate Officer/Principal | - |
Formation de Olga Poltoratskaya Okaty
| Brandeis University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Centerpoint Advisors LLC
Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Finance |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Commercial Services |
