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Olivian Pitis Cfa Cfp
Olivian Pitis Cfa Cfp
Vice President, Relationship Director & Investment Specialist | Avantis Investors
San Diego, California, United States
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.
Olivian Pitis Cfa Cfp
Work Experience
Vice President, Relationship Director & Investment Specialist at
Avantis Investors
March 2021 - Present
Lead Advisor at
Dowling & Yahnke, LLC
September 2019 - March 2021
Vice President and Regional Manager at
Dimensional Fund Advisors
April 2011 - August 2019
Regional Director at
Halbert Hargrove
May 2008 - May 2011
1st VP Production Initiatives at
Countrywide Financial
May 2005 - April 2008
Sr. Consultant at
Deloitte Consulting
September 2004 - April 2005
Market Analyst at
Talpx
April 2000 - July 2002
Consultant at
LUCAS FIT OUT LIMITED
June 1993 - April 1998
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
*************@avantisinvestors.com
Colleagues
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Vice President, Relationship Director & Investment Specialist
Vice President | Relationship Director & Investment Specialist