Susan Oleari has been Managing Member, CCO of Trifecta Capital Advisors since September 2021, is a control person of the firm and directly owns between 25% and 50% of it. Susan Oleari holds a BS in Finance from the University of Illinois at Urbana-Champaign. Susan Oleari studied CBA Executive Banking School at Furman University.
Trifecta Capital Advisors, LLC is a Northbrook, IL firm with $927M under management, 159 clients and 3 advisers in one office, as of its March 2026 filing.
Sue Oleari is Co-Founder of Trifecta Capital Advisors, based in Northbrook, IL. She has served clients in the financial services industry for more than 30 years. Before co-founding the firm, she was Regional President in Wealth Management, BMO Private Bank, and at BMO held leadership roles including Private Bank Managing Director and National Head of Sales for BMO Wealth Management.
- – present · 4 yearsNorthbrook, IL · Adviser representative · Firm CRD 317391
Professional designations
Listed by Trifecta Capital Advisors
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Susan Oleari is registered as an investment adviser representative in Illinois, since January 2022.
- IllinoisSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Susan G Oleari
- CRD
- 6660230
- Firm
- Trifecta Capital Advisors · CRD 317391
- Role
- Managing Member, CCO
- Office
- 400 SKOKIE BLVD, SUITE 455, Northbrook, IL 60062
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trifectacapitaladvisors.com
Where does Susan Oleari work?
Susan Oleari has been Managing Member, CCO of Trifecta Capital Advisors, LLC since September 2021, and is a control person of the firm.
Is Susan Oleari a financial advisor?
Yes. Susan Oleari has a current investment-adviser registration in Illinois, through Trifecta Capital Advisors since January 2022.
How many years of experience does Susan Oleari have?
Susan Oleari has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Susan Oleari passed?
Susan Oleari passed the Series 65 in November 2021.
Where is Susan Oleari based?
Susan Oleari’s registered office is in Northbrook, IL.
Is Susan Oleari registered with FINRA?
No. Susan Oleari has no current broker registration.
How can I verify Susan Oleari’s record?
Search CRD 6660230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Oleari’s full registration record.
