OLAC PALLAN – DIRECTOR OF PORTFOLIO MANAGEMENT

As Director of Portfolio Management, Olac leads the firm’s investment strategy initiatives and supports portfolio management efforts across client accounts. He works closely with advisors and leadership to evaluate investment solutions in support of clients’ financial objectives and long-term planning needs, while also contributing to investment research and portfolio review efforts.

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Olac Pallan brings broad industry experience to his role as Director of Portfolio Management. Having lived in three different countries, he completed his undergraduate studies in Mexico City before earning his graduate degree from New York University. He began his career in financial services with Merrill Lynch in New York City and later joined Royal Bank of Canada following the financial crisis, where he further developed his focus on portfolio management and investment strategy for ultra-high-net-worth clients.

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Olac subsequently held roles at J.P. Morgan and Deutsche Bank, continuing to build experience across investment management and client portfolio solutions. He later relocated to the Washington, D.C. area to work more closely with independent advisory firms, bringing institutional investment experience and portfolio management insight to the RIA channel. His background across global financial institutions and client-focused investment environments supports the firm’s collaborative approach to portfolio management and advisor support.