- Focus on strategy and communications
- 15+ years of experience in wealth and investment management spanning from advising clients directly to leading the CIO organization’s communications effort at a top 10 U.S. Bank.
- Broad range of demonstrated success, including in portfolio analysis & construction and investment sales enablement transformation
- Prior experience at the following firms:
Oliver Merten, CFA, CFP®
Director of Strategy & Communications
[email protected]
