Stephen P. Oliver, CFA, CFP®
Partner
Senior Client Advisor and Portfolio Manager
617.848.3465
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Steve Oliver is a Partner and Portfolio Manager at Daintree Advisors. His primary role is as Senior Client Advisor, providing family office services to some of the firm’s wealthiest families. Steve is also a CFA Charterholder and serves on Daintree’s Investment Committee. Steve has an extensive background in working with families to help them discover and understand their goals and how to achieve them.

Steve joined Daintree in October, 2010. Steve’s career in financial services has included time spent at Haemonetics, creating and managing their Investor Relations. Along with Dave Beatty, Steve was a co-founder of Tanager Financial Services, later sold to Wachovia. Steve became the Regional Director for Calibre, responsible for the family office practice at Wachovia.

After attending the University of North Carolina where he received his B.A., Steve earned a M.S. in Finance from Boston College and an M.Div. from Fuller Seminary. In addition to the CFA, Steve holds the CERTIFIED FINANCIAL PLANNER™ certification.

Steve has a wonderful wine collection that he loves to share with friends in his 200 year old home in Hingham. He enjoys golf, kayaking, gardening, and generally being outdoors. His newest adventure is ownership of a dressage horse. Steve serves on the Board of Advisors for La Vida, an outdoor education and leadership program.