Wesley Oler IV lives in New York, New York where he’s enjoyed a substantial career in investment, an interest that was sparked in college. Throughout his career of nearly four decades as an investment professional, Wesley Oler IV specialized in advising clients with high net worth


  • Chief Investment Officer

    at Revolutionary Retirement Consulting, Ltd.

    January 2016 - at Present

    New York

  • Wealth Management Advisor

    at EPIC Retirement Services Consulting, LLC

    January 2010 - December 2015

    New York

  • Relationship Manager

    at Credit Suisse Private Banking

    January 2007 - January 2009


Knowledge and keywords


  • English Native

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