RISING STAR FINANCIAL
TEXAS
10440 N Central Expressway, Suite 800, Dallas, TX 75231, USA
FLORIDA
147 Via Condado Way, Palm Beach Gardens, FL 33418
getstarted@risingstarfinancial.com
Our customized advisory, in combination with the expertise of our partner banks overseas, will open the gates to a whole new investment horizon for you.
If you are a U.S. citizen or foreign national with financial ties to the United States and would like to learn more about diversifying your investments internationally, we are at your service.
OLIVER HOHERMUTH - PRINCIPAL - CHIEF INVESTMENT OFFICER
I have over 17 years of experience in Wealth Management and started my career with the Swiss Union of Raiffeisenbanks in 2003. I hold a diploma in Banking and Finance from the Swiss Bankers Association in accordance with the Swiss Finance Institute (SFI) and have been awarded the European Foundation Certificate in Banking. I joined Credit Suisse as a Relationship Manager at the bank’s Zurich based headquarters before transferring to Credit Suisse Private Advisors, an SEC- and FINRA registered broker dealer. After getting my Series 7 and Series 66 licenses, I became the Head of the firm’s brokerage and trading desk.
In 2010, I joined Vontobel Swiss Wealth Advisors, an SEC-registered Investment Adviser offering wealth management services to U.S. clients. I developed and managed the firm’s first U.S. location in Dallas, Texas. From 2015 until 2019, I worked in the United States for Reyl Overseas, a Swiss wealth management company with focus on HNWI clients in North America. I most recently held the position as Vice President of Private Banking at Atlas Bank SA in Panama.