2004 -
2007 Vice President, Research Associate @ U.S. Trust, Bank of America Private Wealth Management
2000 -
2002 Financial Analyst @
1999 -
2000 Research Information Analyst @
Michael Oliver Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA) (Accounting and Finance)
2002
-
2003
University of Wisconsin-Madison
BS (Economics)
1995
-
1999
Michael Oliver Skills
Wealth Management
Portfolio Management
Asset Allocation
Manager Due Diligence
Alternative Investments
Investment Advisory
Equities
Fixed Income
Hedge Funds
Open Architecture
Wealth Management Services
Due Diligence
Mutual Funds
Investments
Investment Management
Investment Strategies
Economics
Asset Management
ETFs
Private Equity
Equity Research
Partnerships
Public Speaking
Customer Service
Strategic Planning
Process Improvement
Business Analysis
Michael Oliver Summary
Michael Oliver, based in New York, NY, US, is currently a Principal, Director, Portfolio Manager at Carnegie Investment Counsel. Michael Oliver brings experience from previous roles at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Michael Oliver holds a 2002 - 2003 Master of Business Administration (MBA) in Accounting and Finance @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Alternative Investments and more. Michael Oliver has 1 emails and 2 mobile phone numbers on RocketReach.
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