US-BASED ADVISOR

RISING STAR FINANCIAL

RISING STAR FINANCIAL

TEXAS

10440 N Central Expressway, Suite 800, Dallas, TX 75231, USA

 +1 (214) 225-STAR (7827)

FLORIDA

147 Via Condado Way, Palm Beach Gardens, FL 33418

+1 (561) 461-STAR (7827)

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.

getstarted@risingstarfinancial.com

 +1 (214) 225-STAR (7827)

➨ Get in touch with me for further information and an initial conversation
Name E-mail Telephone number, best time to call, time zone Message Send