2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
CAPTRUST welcomed Oliver in 2021. He provides comprehensive financial services through personal tax, investments, retirement, and insurance planning. Oliver is passionate about helping clients, both individuals and institutions. He joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was a wealth advisor.
Oliver was raised in Nottingham, England, and graduated from Sheffield University, earning a dual honors degree in business accounting and financial management. In England, Oliver compiled an extensive background in the financial services field as a business advisor, savings and investment manager, financial planning manager, and most recently, a senior financial advisor working for the Royal Bank of Scotland Group, and HSBC.
Service is a big part of Oliver’s life. He has been active in Salvation Army programs and has traveled to Africa to perform volunteer work. Oliver enjoys playing badminton, soccer, chess, and percussion, and practicing martial arts. He enjoys spending time with his wife, Emily, and their three children, Alison, Lily, and Gregor.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
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After three remarkable years of outsized returns in the stock...
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Rising inflation, the specter of higher interest rates, and the...