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Event Registration - Career Chat - Private Wealth PM

Wednesday, January 15, 2020
8:00 AM - 9:30 AM Eastern Standard Time

Join CFA Society Boston for our Career Chat highlighting Portfolio Management. This will be an interactive session for participants to learn about a career as a portfolio manager, and what skills and knowledge are essential to succeed.

Stephen P. Oliver
Partner and Portfolio Manager

Stephen P. Oliver is a Partner and Portfolio Manager at Daintree Advisors. His primary role is as Senior Client Advisor, providing family office services to some of the firm's wealthiest families. Steve is a CFA (Chartered Financial Analyst) Charterholder and serves on Daintree's Investment Committee. Steve has an extensive background and experience in working with families, listening and helping to discover and understand their goals and how to achieve them.

Steve joined Daintree in October 2010. Steve's career in financial services has included creating and managing Haemonetics' Investor Relations during their IPO. With David Beatty, Steve was co-founder of Tanager Financial Services in 1995, which was later sold to Wachovia in 2004. Steve became a Regional Director for Calibre, responsible for the family office practice at Wachovia.

Steve received his B.A. from the University of North Carolina and earned an M.S. in Finance from Boston College and an M.Div. from Fuller Seminary. In addition to the CFA, Steve holds the CERTIFIED FINANCIAL PLANNER certification.

A light continental breakfast will be provided.
Wells Fargo Connections
125 High Street
14th Floor
Boston, MA 02110

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