• Wesley M. Oler, IV is responsible for personal investment advisory and wealth management services at EPIC Retirement Consulting Services.

  • Wesley has been in the investment business for 30 years and joined EPIC in 2010. Prior to joining EPIC, Wesley worked as a Senior Relationship Manager for Credit Suisse Private Banking where he was an original member in that Bank’s new private banking office in Greenwich, Connecticut.

  • During his career Wesley spent 25 years in various roles for the Wall Street firm of Brown Brothers Harriman & Co., leaving as a Senior Vice President and Portfolio Manager in their high net worth private client department.

  • Wesley earned his CHARTERED FINANCIAL ANALYST designation in 1987 from the CFA Institute and in 1999 was a founding member of the Private Wealth Management Committee at the New York Society of Securities Analysis.

  • Wesley is an honors graduate of Yale University and did graduate work in Finance at the New York University Graduate School of Business.