Stefan Oglevee

Stefan W. Oglevee brings more than two decades of investment planning experience to Rockefeller Capital Management.  He has been in the business of providing comprehensive and strategic financial planning and advice to high-net-worth families since 1998.  As their trusted advisor and friend, Stefan is always available to counsel his clients in their personal and financial needs.

Stefan graduated from the University of New Hampshire in 1992 with a bachelor’s degree in Business Administration, and earned his law degree from Franklin Pierce Law Center at the University of New Hampshire in 1998, graduating in the top 10% of his class.  He began his career in Albany, New York, at Ayco, a subsidiary of Goldman Sachs.

After 12 years developing his relationships, Stefan started a new chapter at UBS, and spent 10 years counseling his clients there. During that time, Stefan joined forces with his son, Max Oglevee. Together the team brings more than 35 years of client experience to Rockefeller. The Rockefeller platform provides our team with the resources to deliver a boutique style, white-glove experience for our clients as well as the infrastructure to implement sophisticated investment and financial planning needs.

Stefan currently resides in Park City, Utah and Dana Point, California with his dogs, Lady Dunkel and Nyxy.

– Senior Vice President UBS: May 2011 – May 2021

– Vice President Ayco – Goldman Sachs: September 1998 – May 2011

– B.A. Business Administration, University of New Hampshire

– Series 7, Series 63 and Series 65 Registrations

– Life Insurance Licensed