Oliver Ball, CFP®

Oliver Ball

Senior Investment Operations Analyst

Oliver Ball is a Senior Investment Operations Analyst at Lake Street Advisors. He is responsible for alternative investment data management, client reporting, and managing the investment operations team.

Prior to joining Lake Street in 2020, Oliver was an Advisor at Argent Wealth Management, generating portfolio reports, leading the trading team, and preparing tax returns. Oliver found his passion for the industry during his senior year of college, when he discovered he could combine his love for puzzles with the financial world.

Born and raised in Monroe, CT, Oliver graduated magna cum laude from Bentley University with a degree in economics and finance, and holds the CFP® designation. He lives in Maynard, MA, and enjoys fishing and golfing in his free time.