Oliver is a Founding Partner of Verum where he currently serves as a Senior Adviser and Head of Growth while also playing an active role in both the investment and financial planning committees. His penchant for prudent financial decision-making dates back to his early childhood lessons from his grandfather who often reminded him “a penny saved is a penny earned.” Oliver took this to heart and it became hardwired into his DNA, ultimately leading to career in wealth management.
As an adviser, Oliver caters to families who understand the importance of patience and discipline in building wealth and value the benefits of an independent firm structure that centers around problem-solving, thoughtful financial planning, tax-efficient and sophisticated investment solutions, and team-based client service. He and Verum promote the importance of alignment of interests which continue to plague the industry.
Prior to Verum, Oliver was an Investment Consultant and Director of Research at Carolinas Investment Consulting where he worked for nine years. Before pursuing his MBA in investment management at UNC Kenan-Flagler Business School, Oliver was a Vice President at Trusco Capital Management in Atlanta for six years, where he served as an Investment Manager for endowments, foundations, and retirement plans across the Southeast.
Oliver is a native of Winston-Salem where he attended R.J. Reynolds high school before heading to Davidson College where he was a member of the golf team. While still an avid golfer, Oliver spends most of his free time with his wife and two children finding any way to keep active outdoors. With a passion for mentoring youth, Oliver coaches basketball through the YMCA and soccer through Charlotte Junior soccer and taught Sunday School with his wife at Myers Park United Methodist Church.
At Verum Partners
Senior Financial Adviser
Head of Growth
Investment Committee – Member
Financial Planning Committee – Member
Board of Directors – Member
Previous Experience
Carolinas Investment Consulting – Consultant, Director of Research
GenSpring Family Offices – MBA Summer Intern
Trusco Capital Management – Vice President, Investment Manager
Education & Professional Designations
M.B.A. UNC Kenan-Flagler Business School (2010)
• Concentration in Investment Management
A.B. Davidson College (2002)
• Men’s Golf Team – Member
Additional Information
YMCA – Basketball Coach (2019-present)
Charlotte Junior Soccer – Soccer Coach (2019-present)
Davidson College Golf Advisory Committee – Member (2010-present)
Myers Park United Methodist Church – Member (2012-present)
• Sunday School Teacher (2021-2022)
The Corners Society – Past President (2013-2014), Member (2010-2022)
