Michael Oliver, CFA

Michael Oliver, CFA
Principal, Director, Portfolio Manager
Stamford, CT

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Michael Oliver, CFA, is a Principal, Director, and Portfolio Manager at Carnegie Investment Counsel. He works closely with clients to develop and implement personalized investment strategies, ensuring their portfolios align with their cash flow needs and long-term growth objectives.

He also collaborates with clients’ other professional advisors to provide seamless financial guidance. Before joining Carnegie, Michael held senior positions at top financial firms, including Senior Wealth Manager at BNY Mellon Wealth Management, Vice President and Senior Investment Analyst at Lazard Wealth Management, and Vice President and Research Associate at U.S. Trust.

He earned a B.S. in Economics from the University of Wisconsin and an MBA from The Tepper School of Business at Carnegie Mellon University. He is also a member of the CFA Society of New York.
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Growing up on a dairy farm in small-town Wisconsin instilled in Michael a strong work ethic and a deep appreciation for the outdoors. He now enjoys camping, fishing, and traveling with his wife and three children.

Blogs written by Michael Oliver

About the CFA Designation

The Chartered Financial Analyst® (CFA®) charter is a prestigious professional designation established in 1962 and awarded by the CFA Institute. To earn the CFA charter, candidates must successfully complete three sequential six-hour examinations over a period of two to four years. The CFA Program covers a broad range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition to passing the exams, CFA charterholders must have at least four years of qualified professional experience in investment decision-making and commit to abiding by the CFA Institute Code of Ethics and Standards of Professional Conduct, reaffirming their adherence annually.