Oliver P. Binette
Investment and Client Service Associate
Oliver Binette is an Investment Associate with Fiduciary Wealth Partners. In this role, Oliver performs due diligence, monitors investments and client portfolios.
Prior to joining Fiduciary Wealth Partners, Oliver was a summer intern at Financial Industry Regulatory Authority (FINRA). At FINRA, Oliver was responsible for due diligence review of private placements which was a focus for FINRA over the summer..
Before FINRA, he held internships at Boston Financial Management and West Capital Management conducting investment research, assisting with client services and wealth planning.
Oliver is a graduate of Bentley University, where he received his Bachelor of Science in Finance with a minor in Psychology. At Bentley, Oliver was involved in the Bentley Investment Group, which manages around a million dollars in the endowment fund. Oliver also has passed the Series 65 certification and is currently a candidate for the Chartered Alternative Investment Analyst designation (CAIA). He has recently passed Level I of the CAIA exam. The CAIA is a rigorous two-level test that covers topics in private equity, hedge funds, asset allocation, manager due diligence, and other alternative investment asset classes.
In his spare time, Oliver enjoys traveling, cooking and spending time outdoors.