Caroline S. Oliver, CFA CFP AEP
Caroline serves as a Portfolio Manager at Palladium. She has extensive financial acumen through experience in brokerage, trust, banking, and investments. Having retired from Bank of America she brings a wide perspective of experience to our firm. Holding an undergraduate degree from Elizabethtown College in Pennsylvania, she studied at the University of Strasbourg France and obtained a Master of Business Administration from Old Dominion University. She also holds the Chartered Financial Analyst, Certified Financial Planner, and Accredited Estate Planner designations.
Caroline resides in Virginia Beach with her husband. She serves her community through several affiliations.
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