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Experience & Expertise

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As a Financial Advisor and Investment Management professional, Oliver has long been regarded as a thought-leader.


His opinions, views and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger's and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Oliver has been named "amongst the best of the best" by Barron's Magazine six years in a row (2008 - 2014) as part of their "Top Independent Advisor" annual ranking. 

As an Author and Educator, Oliver has been a key note speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard and Fidelity. 


Oliver is a Sr. Vice President, Advisor for Wealthspire Advisors working out of their New York City and Westport CT offices. Wealthspire is a national independent investment advisory firm; to learn more please click here

Engagement Inquiries


Bachelor’s degree from Bentley College (now Bentley University) with a concentration in Business Communications and Finance. Graduate level course work at the University of Pennsylvania’s Wharton School of Business.



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Innovative Card Systems

Member of the Advisory Board

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Cherie Blair Foundation

Advisory Board Member (USA)

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Federal Reserve of New York

Contributes to

Business Leaders Survey

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Harvard Business Review

Member Advisory Review Council

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Advisory Council Member

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Westport Art Center

Board Member

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