Senior Investment Operations Analyst
Oliver Ball is a Financial Planner at Lake Street Advisors. He is responsible for identifying and executing wealth planning opportunities, client reporting, and family office services.
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.