Paul Oliva

Paul has served as the market leader for New York since 2024. He works with advisors and subject matter experts to assist families with simplifying their financial lives and making informed decisions. Previously, Paul was a managing director at Geller Advisors where he advised ultra-high-net worth families on comprehensive financial planning including income tax planning, estate planning, legacy and philanthropic considerations, portfolio construction, and private markets investments. Prior, he served as a director at KLS Financial Advisors. Paul earned a B.A. in economics from Rutgers University and an MBA with a focus on financial instruments and market from the Stern School of Business at New York University. Paul is a Chartered Financial Analyst®. He lives in New Jersey with his wife and their two daughters.