Ramon de Oliveira

Founder and Managing Partner of “RdeO Consulting LLC,”

About Me

Ramon de Oliveira is the founder and Managing Partner of “RdeO Consulting LLC,” a firm advising corporate executives on both strategy and its communication to a broad range of constituencies.

After a 25-year career at JP Morgan, de Oliveira became a director of several public and private companies in both the for-profit and not-for-profit sectors; he also taught a course on Strategy in Financial Services at both Columbia and NYU business schools.

Today, de Oliveira is a director of AXA (the insurance group), Antin Infrastructure (a private equity firm), and is a member of the investment committee of the Polish-American Freedom Fund. At the end of 2021, he retired as chairman of both Equitable and Alliance Bernstein.

In 2009, de Oliveira co-founded the Foundation of the Louvre Museum in Paris and chaired its Investment Committee for 10 years. For this work, he was knighted by the French Government as a Chevalier des Arts et Lettres in February 2020.

De Oliveira has had a lifelong passion for the Argentinian tango which he practices as often as possible. In 2011, he co-produced with professional dancer Agustina Videla and the City of Buenos Aires, Argentina the show Social Tango that brings together all the facets of this art to the stage. The show is scheduled to tour in North America in 2023.

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Recent News

March 8, 2023

Ways to Improve the Way You Save Money Before Christmas

If you’re struggling to save money for Christmas, there are some things you can do to improve the way you manage your finances. These tips can help you avoid falling into holiday debt and come out of the new year financially free. To get started, take a look at your spending habits and make a […]

When Should You Buy a Home?
February 28, 2023

How to Raise Financially Responsible Children

Raising financially responsible children starts at an early age. How they handle money from childhood through college can set the course for whether they live paycheck-to-paycheck or have a successful financial future. Taking the taboo out of talking about money with kids is essential to helping them establish healthy habits. Start with simple concepts and […]

Nonprofit Organizations
February 20, 2023

Investment Policy for Nonprofit Organizations

A robust investment policy statement (IPS) is central to a nonprofit or foundation board’s fiduciary duty to be responsible stewards of its assets. Gleneden frequently works with boards to help create or update IPSs. An IPS should include the risk tolerance, return objectives, spending objectives and asset allocation guidelines for the portfolio. It should also […]

February 2, 2023

Who Should Inherit Your Wealth?

Some people want to leave their wealth to their spouse, while others may wish to give a portion of their assets to children. No matter who you choose, you should be sure to discuss your plans with your heirs so that they understand what you intend. Some people who receive an inheritance tend to spend […]

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