Oliver focuses his energy and expertise on helping individuals and families get organized financially and invested intelligently. He partners 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
