Stephen Oliver, CFP®, CFA



Client Advisory


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.


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


  • Chartered Financial Analyst®

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