Stephen P. Oliver, CFA, CFP®
Partner
Senior Client Advisor and Portfolio Manager
617.848.3465
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Stephen P. 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 a CFA (Chartered Financial Analyst) Charterholder and serves on Daintree’s Investment Committee. Steve has an extensive background and experience in working with families, listening and helping to discover and understand their goals and how to achieve them.

Steve joined Daintree in October 2010. Steve’s career in financial services has included creating and managing Haemonetics’ Investor Relations during their IPO. With David Beatty, Steve was co-founder of Tanager Financial Services in 1995, which was later sold to Wachovia in 2004. Steve became a Regional Director for Calibre, responsible for the family office practice at Wachovia.

Steve received his B.A. from the University of North Carolina and earned an 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 is passionate about wine, ever learning more about it and constantly sharing it with friends, tapping into his personal wine cellar in his 200 year old home in Hingham. He was recently inducted into La Confrerie des Chevaliers du Tastevin, an international Burgundy wine society. He enjoys golf, exercising, and generally being outdoors. Steve serves on the Board of Advisors for La Vida, an outdoor education and leadership program.