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Olivian Pitis Cfa Cfp

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Olivian Pitis Cfa Cfp

Vice President, Relationship Director & Investment Specialist | Avantis Investors

San Diego, California, United States

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Olivian Pitis Cfa Cfp

Summary

Olivian Pitis is a seasoned finance professional with a robust background in wealth management and investment strategies. Currently serving as Vice President at Avantis Investors, he excels in helping wealth managers enhance their client relationships and grow their businesses. His career spans over two decades, featuring pivotal roles at esteemed firms such as Dimensional Fund Advisors and Deloitte Consulting. Olivian's expertise lies in alternative investments, financial planning, and strategic growth initiatives. He is passionate about fostering innovation in financial advisory services and has a unique perspective shaped by international experience, including a consultancy role in the UK. With an MBA from UCLA Anderson, he combines academic rigor with practical insights, making him a valuable asset in the finance industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Olivian Pitis Cfa Cfp

Work Experience

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Vice President, Relationship Director & Investment Specialist at

Avantis Investors

March 2021 - Present

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Lead Advisor at

Dowling & Yahnke, LLC

September 2019 - March 2021

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Vice President and Regional Manager at

Dimensional Fund Advisors

April 2011 - August 2019

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Regional Director at

Halbert Hargrove

May 2008 - May 2011

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1st VP Production Initiatives at

Countrywide Financial

May 2005 - April 2008

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Sr. Consultant at

Deloitte Consulting

September 2004 - April 2005

💼

Market Analyst at

Talpx

April 2000 - July 2002

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Consultant at

LUCAS FIT OUT LIMITED

June 1993 - April 1998

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Olivian Pitis Cfa Cfp

Education

UCLA Anderson School of Management, Mba

January 2002 - January 2004

Louisiana State University, M.S.

January 1998 - January 1999

Transilvania University of Brasov, Romania , Bachelor Of Science In Engineering

January 1992 - January 1997

Frequently Asked Questions about Olivian Pitis Cfa Cfp

What is Olivian Pitis Cfa Cfp email address?

Olivian Pitis Cfa Cfp's primary email address is *************@avantisinvestors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Olivian Pitis Cfa Cfp work for?

Olivian Pitis Cfa Cfp is a Vice President, Relationship Director & Investment Specialist at Avantis Investors.

Where Olivian Pitis Cfa Cfp graduated from?

Olivian Pitis Cfa Cfp holds a degree in Finance & Entrepreneurship from UCLA Anderson School of Management.

How can I directly contact Olivian Pitis Cfa Cfp?

To contact Olivian Pitis Cfa Cfp directly, you can use the email address *************@avantisinvestors.com. Complete contact information is available upon registration with Muraena.

Is Olivian Pitis Cfa Cfp an immigrant?

Yes, Olivian Pitis Cfa Cfp is an immigrant and currently based in United States

Who is Olivian Pitis Cfa Cfp?

Olivian Pitis is a seasoned finance professional with a robust background in wealth management and investment strategies. Currently serving as Vice President at Avantis Investors, he excels in helping wealth managers enhance their client relationships and grow their businesses. His career spans over two decades, featuring pivotal roles at esteemed firms such as Dimensional Fund Advisors and Deloitte Consulting. Olivian's expertise lies in alternative investments, financial planning, and strategic growth initiatives. He is passionate about fostering innovation in financial advisory services and has a unique perspective shaped by international experience, including a consultancy role in the UK. With an MBA from UCLA Anderson, he combines academic rigor with practical insights, making him a valuable asset in the finance industry.

Olivian`s contact details

mail

*************@avantisinvestors.com

Colleagues

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Jeromey Thornton Cfa

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Jason Taylor Cfa

Vice President, Relationship Director & Investment Specialist

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Joe Riggio

Vice President | Relationship Director & Investment Specialist

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