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Wesley Oler IV

Chief Investment Officer

New York, NY, USA
be.net/wesleyoleriv
Wesley Oler IV is an investment professional living in New York where he is actively involved in his community. As a member of the Sons of the American Revolution (SAR) who can trace his lineage back to the Mayflower, Wesley is passionate about helping others trace their heritage.

Work Experience

Revolutionary Retirement Consulting, Ltd.

Chief Investment Officer

January 2016 - Present New York, New York, United States

EPIC Retirement Services Consulting, LLC

Wealth Management Advisor

January 2010 - December 2015 New York, New York, United States

Credit Suisse Private Banking

Relationship Manager

2007 - 2009 Greenwich, Connecticut, United States

Education

New York University

Leonard N. Stern School of Business
New York, New York, United States

Yale University

B.A. in American History (United States)

New Haven, Connecticut, United States