Director of Portfolio Management
Olac Pallan joined EagleStone Tax & Wealth Advisors as Director of Portfolio Management in our Wealth Management division in March 2023. Mr. Pallan serves as the team leader and client relationship manager in all aspects of Eaglestone’s Wealth Management practice. In addition, Olac is an integral member of EagleStone’s Investment Committee.
Olac is responsible for oversight of client portfolios to ensure alignment with our asset management philosophy. He advises clients in determining strategies to meet financial objectives, and communicates with clients regarding portfolio performance, overall market commentary and customized recommendations for each client’s goals.
Mr. Pallan joined EagleStone with more than 18 years of experience in the financial services industry, most recently working with Deutsche Bank, New York, NY, where he served as Lead Portfolio Manager for Latin American offshore clients. Olac is an experienced, client-focused portfolio manager, and has broad and deep expertise in fixed income and equities, industry analysis, alternative investment options, debt capital markets, and deal negotiations. His career includes roles with several notable institutions including JP Morgan, Royal Bank of Canada, Martin Capital Group, Merrill Lynch, Citibank, and Credit Suisse.
Mr. Pallan earned a Master of Arts in Applied Economics from New York University, and Bachelor of Arts in Economics from Instituto Tecnológico Autonómo de México.
Olac is married with two children and recently located to the Washington, DC area from New York City.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download our ADV brochure by clicking here.
Download our ADV Part 2A brochure by clicking here.
Click here to learn more about our Information Security Program.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2023. All rights reserved.