Oliver Merten, CFA, CFP®
Director of Strategy & Communications
oliver@sarmayapartners.com
Oliver brings over fifteen years of expertise in wealth and investment management, with roles ranging from direct client advisory to spearheading the communications and sales enablement efforts for the Chief Investment Officer organization of a premier U.S. bank.
- Focus on strategy and communications
- 15+ years of experience in wealth and investment management spanning from advising clients directly to leading the CIO organization’s communications effort at a top 10 U.S. Bank.
- Broad range of demonstrated success, including in portfolio analysis & construction and investment sales enablement transformation
- Deutsche Bank Wealth, managed $8 billion in Multi-asset and International equity portfolios.
