Stephen Oliver, CFP®, CFA

Partner

Boston

Client Advisory

Biography

Steve is a Partner in the Boston Office and a member of the firm’s Wealth Management practice. Steve has over 25 years of experience working with high-net-worth individuals and families, listening to and helping them discover and clarify their goals and how to achieve them.

Prior to joining Cerity Partners, Steve was a Partner at Daintree Advisors since 2010, providing family office services to some of the firm’s wealthiest families.  He also served on Daintree’s Investment Committee.

Previously, Steve was a Regional Managing Director at Calibre Advisory Services, a multi-family office of Wachovia Bank and later Wells Fargo Private Bank. In 1995, Steve co-founded Tanager Financial Services, a multi-family office, which was sold to Wachovia in 2004.

Steve is passionate about wine and sharing it with friends in his 210-year-old New England home. He is a Chevalier and Officier in La Confrerie des Chevaliers du Tastevin, an international Burgundy wine society, serving as Prévôt of the Sous-Commanderie du Massachusetts. Steve also serves on the Board of Managers for Barrel House Z, a local craft brewery.

Education

  • B.A. from the University of North Carolina
  • M.S. in Finance from Boston College
  • MDiv from Fuller Seminary

Highlights

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™

Connect with Stephen

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.