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Stephen A. Oliver

Stephen A. Oliver

Managing Director

Followers of Stephen A. Oliver3000 followers
location of Stephen A. OliverNew York, New York, United States

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  • Timeline

  • About me

    CEO Manhattan Ridge Advisors

  • Education

    • Montclair State University

      1985 - 1989
      BA Economics

      Activities and Societies: Football Team, Wrestling Team Mr Oliver has made an extensive study of financial planning at a number of institutions including Fairleigh Dickinson University, earning a Certificate in Financial Planning and College for Financial Planning earning a Chartered Mutual Fund Counselor Designation.

  • Experience

    • Montauk Financial Group

      Nov 2001 - Dec 2008
      Managing Director

      Created wealth strategies for high networth individuals.

    • Manhattan Ridge Advisors

      Nov 2005 - now
      Managing Partner

      -

  • Licenses & Certifications

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Apr 2018
      View certificate certificate

    • DACFP Certificate in Blockchain and Digital Assets

      Digital Assets Council of Financial Professionals
      Dec 2021
      View certificate certificate

    • Overcoming Imposter Syndrome

      LinkedIn
      Apr 2021
      View certificate certificate

    • Certified Plan Fiduciary Advisor (CPFAᵀᴹ)

      National Association of Plan Advisors
      Apr 2017
      View certificate certificate

    • Diversity: The Best Resource for Achieving Business Goals

      LinkedIn
      May 2021
      View certificate certificate