Oliver Cross

Partner & Co-Founder

Oliver R. Cross

Oliver focuses his energy and expertise on helping individuals and families get organized financially and invested intelligently. His goal is to partner with clients to help them simplify their financial lives and avoid the mistakes so many investors often make. As a co-founder of Verum Partners, Oliver also helps set the direction of the firm and takes incredible pride in the talented team they have assembled to serve clients.

In addition to his responsibilities at Verum Partners, Oliver and his wife, who is a pediatrician, have a son and daughter who keep them on their toes. Oliver is a member of the golf advisory committee at Davidson College and is actively involved in the Charlotte community as a member and past president of The Corners Society, a non-profit outreach and volunteer organization.

At Verum Partners

Lead Financial Adviser
Investment Committee – Secretary
Board of Directors – Managing Member

Previous Experience

Carolinas Investment Consulting – Consultant and Director of Research
GenSpring Family Offices – MBA Internship
Trusco Capital Management – Vice President, Investment Manager

Education & Professional Designations

M.B.A. UNC Kenan-Flagler Business School
Concentration in Investment Management
A.B. Davidson College
Men’s Golf Team – Member

Additional Information

Corners Society – Member and Past President
Davidson College Golf Advisory Committee – Member

Oliver R. Cross