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.