Oliver Cross Email and Phone Number
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Verum Partners (“Verum”) is a registered investment adviser. Verum provides investment advisory and related services for clients nationally. Verum will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.verumpartnership.com.
Verum Partners
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- verumpartnership.com
- Employees:
- 6
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Founding PartnerVerum Partners May 2019 - PresentCharlotte, North CarolinaOliver is a Founding Partner of Verum where he currently serves as a Senior Adviser and Head of Growth while also playing an active role in both the investment and financial planning committees. As an adviser, Oliver caters to families who understand the importance of patience and discipline in building wealth and value the benefits of an independent firm structure that centers around problem-solving, thoughtful financial planning, tax-efficient and sophisticated investment solutions, and… Show more Oliver is a Founding Partner of Verum where he currently serves as a Senior Adviser and Head of Growth while also playing an active role in both the investment and financial planning committees. As an adviser, Oliver caters to families who understand the importance of patience and discipline in building wealth and value the benefits of an independent firm structure that centers around problem-solving, thoughtful financial planning, tax-efficient and sophisticated investment solutions, and team-based client service. He and Verum promote the importance of alignment of interests which continue to plague the industry. Show less
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Consultant & Director Of ResearchCarolinas Investment Consulting Aug 2010 - May 2019 -
Mba InternGenspring Family Offices Jun 2009 - Aug 2009Analyzed traditional investment managers, hedge funds, private equity funds, and other alternative strategies for ultra high net worth clients.
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Vice President - Investment ManagerTrusco Capital Management 2002 - 2008Advised corporations and not-for-profit clients on asset allocation strategies, investment manager selection, and investment policy statement implementation.
Oliver Cross Skills
Oliver Cross Education Details
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Investment Management
Frequently Asked Questions about Oliver Cross
What company does Oliver Cross work for?
Oliver Cross works for Verum Partners
What is Oliver Cross's role at the current company?
Oliver Cross's current role is Founding Partner at Verum Partners.
What is Oliver Cross's email address?
Oliver Cross's email address is oc****@****est.com
What is Oliver Cross's direct phone number?
Oliver Cross's direct phone number is +170464*****
What schools did Oliver Cross attend?
Oliver Cross attended University Of North Carolina At Chapel Hill - Kenan-Flagler Business School, Davidson College.
What skills is Oliver Cross known for?
Oliver Cross has skills like Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation.
Who are Oliver Cross's colleagues?
Oliver Cross's colleagues are Holly Skipper, Breton Tagg, Cpa, Cfp®, Chris Gammon, Cfa®, Cfp®, Walker Shelton, Cfp®, Molly Bohrer, Angela Connolly, Justin Louis, Cfp®.
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Oliver Cross
Marine Corps Special Operations Veteran | Sec+ | A+ | I Help Hospitals, Universities, And Businesses Implement Enterprise Network And Security Programs. Let'S Talk About It.Ambler, Pa
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