Jamie Oliver

Jamie Oliver is a senior member and Managing Principal of an investment team in a �family type� office. He has 22 years of industry experience extensively providing investment advisory services to individuals, families, pension plans and corporate clients/401k plans. He specializes in retirement planning, asset management, wealth transfer strategies with the use of traditional and modern portfolio management principles. He manages portfolios based on well-defined goals carefully tuned with each client's risk tolerance and personal time horizon.

Jamie is a University of Connecticut graduate. Jamie holds a General Securities Series 7 and Investment Advisory Series 65 license. In addition, he holds his series 63, 31, and 24 licenses along with a Life & Health and Variable Insurance license.