OCM Founder - Mark K. OliverManagement

Mark K. Oliver

Mark K. Oliver is the founder, President of, and Senior Wealth Manager and Investment Advisor for Oliver Capital Management, Inc.

Attention to detail. Discipline and structure. Passion. As a world class gymnast training for the Olympic Games, Mr. Oliver mastered these skills and used them on a daily basis for nearly a decade in pursuit of his Olympic Dream.

From his extensive, formal business and finance education at The University of Washington to his tenure at two of the most highly respected major Wall Street Wire Houses, coupled with his Olympic pursuits, Mr. Oliver is uniquely capable of providing customized Comprehensive Wealth Management (CWM) services to private clients of Oliver Capital Management, Inc.

Mr. Oliver was recently awarded the FIVE STAR: Best in Overall Satisfaction and Client Satisfaction 2008, 2009 and 2010 designation, and featured in the April issue of The Seattle Magazine, as one of top Wealth Managers in the Seattle area. The FIVE STAR: Best in Client Satisfaction Award selection is based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction

 

U. S. Private Client Group

Marcus P. Dewan

Marcus P. Dewan is an integral part of the U.S. Private Client operations at Oliver Capital Management, Inc.

Marcus has enjoyed a highly successful professional background in technology that includes more that twelve (12) years of C-level and Senior Executive experience in both privately held and public companies.

Marcus' responsibilities include supporting client requests and operational activities of Oliver Capital Management, Inc, and he is uniquely positioned to ensure that the Company's founder and Advisors can provide an unprecedented level of service, unmatched by other firms.

With Marcus' strong and proven ability to assemble and motivate a goal oriented team, coupled with his extensive operational and technology related experience, Oliver Capital Management, Inc. can deliver a unique, totally client-centric wealth management experience to Oliver Capital Management, Inc. private clients.

 

Operations / Support

Bridgett Herzog

Ms. Herzog has extensive experience in both the operational and client support aspects of wealth management. In her role, Ms. Herzog will ensure that Private Clients of Oliver Capital Management continue to receive an unprecedented level of world-class service, and will also support Oliver Capital Management's internal operations. Her outside interests include bicycling, coaching and training, and she recently completed the "Race Across America" from Oceanside, CA to Washington D.C.