Kait Oliveira

Vice President, Investment Advisory & Financial Planning Services at Clarfeld Financial Advisors, Inc. - Tarrytown, NY, US

Kait Oliveira's Colleagues at Clarfeld Financial Advisors, Inc.
Sarina Crisci

Vice President, Family Office

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Kyle M.

Vice President, Portfolio Manager

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Tara Corcelli

Vice President

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Julie Kelly

Client Service Director

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Nelson Rivera

director of insurance services

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Korey Kross

Managing Director - Tax

Contact Korey Kross

John Danish

Managing Director

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Kait Oliveira's Contact Details
Email (Verified)
***@clarfeld.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
914-846-0100
Location
Company
Clarfeld Financial Advisors, Inc.
Kait Oliveira's Company Details
Clarfeld Financial Advisors, Inc. logo, Clarfeld Financial Advisors, Inc. contact details

Clarfeld Financial Advisors, Inc.

Tarrytown, NY, US • 250 - 499 Employees
Financial Services

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family's wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client's unique circumstances.Clarfeld Financial Advisors has been ranked as one of the "Top 40 Independent RIA Firms" by Barron's, a Financial Times "300 Top RIA", and Clarfeld founder and CEO, Rob Clarfeld, has been individually recognized by Forbes' "America's Top Wealth Advisors" as New York's top ranked Independent Wealth Advisor.See Important Disclosure: https://www.clarfeld.com/disclosure/ For more information, contact us at wealth@clarfeld.com, call 914-846-0100 or visit our website, www.clarfeld.com.

Wealth Management Investment Management Financial Planning Tax Planning and Preparation Multi Family Office Services Estate and Trust Planning Retirement Planning Divorce Planning Cross Border Estate & Tax Planning Cross Border Estate & Tax Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Kait Oliveira
Kait Oliveira currently works for Clarfeld | Citizens Private Wealth.
Kait Oliveira's role at Clarfeld | Citizens Private Wealth is Vice President, Investment Advisory & Financial Planning Services.
Kait Oliveira's email address is ***@clarfeld.com. To view Kait Oliveira's full email address, please signup to ConnectPlex.
Kait Oliveira works in the Financial Services industry.
Kait Oliveira's colleagues at Clarfeld Financial Advisors, Inc. are Sarina Crisci, Kyle M., Tara Corcelli, Julie Kelly, Nelson Rivera, Korey Kross, John Danish and others.
Kait Oliveira's phone number is 914-846-0100
See more information about Kait Oliveira