Wesley Oler IV

Wesley Oler IV, currently residing in New York, NY, has enjoyed a successful career in investment, an interest that was sparked in college. After graduating, he started to look for careers in the financial industry; however, while many of his friends and peers took jobs in areas like accounting and commercial banking/lending, Wesley wanted to wait for a career he knew he’d be excited to pursue working in investment.

Throughout his career of nearly four decades as an investment professional, Wesley Oler IV specialized in advising clients with a high net-worth on their investment services and retirement investing for non-profit endowment funds. He has experience in several areas of investment, including investment research, institutional sales, money management, asset management, endowment, and institutional fund marketing.

Because of the wide range of knowledge he brings to his professional career, Wesley found that, throughout his career, things were always changing on a day-to-day basis in a way that kept the job ever-exciting.

When it comes to any career – but especially a career in investment – Wesley knows how important it is to be flexible and always open to new perspectives and points of view. No matter how much experience you have, you want to remain humble and open-minded; nobody has all the answers.

Wesley Oler IV attended Yale University for his undergraduate education, earning his Bachelor’s degree in American History. From there, he attended the New York University Leonard N. Stern School of Business.

Wesley has been involved in a number of these different societies, tracing his lineage back to the Revolutionary War and even back to the original settlement in Jamestown. Since his discoveries and personal work, Wesley has shifted his focus into helping other people along their similar genealogical journeys.