Steve Olore
Analyst-Equity at Camden National Bank (Investment Management)
Profile
Mr. Stephen Olore is a Senior Vice President, Director of Technical Research & Analysis at Camden National Bank.
He has 30 years of experience managing personal wealth for individual clients as well as managing investment portfolios for Institutions, Non-Profits, Foundations, Municipalities, Universities and Trusts.
In his role as Director of Technical Research & Analysis, Steve shapes investment strategy through trend and market analysis within a variety of asset classes, resulting in actionable investment opportunities within and as complement to our rigorous fundamental investment process.
He also continues to serve as Portfolio Manager for some of our individual and institutional clients, building customized investment portfolios to achieve their goals and objectives.
Prior to joining Camden National Wealth Management, he worked at People’s United Bank Wealth Management where he was a member of their U.S.
Equity Research Committee and part of the team responsible for their proprietary Large Cap Core and Equity Income Plus strategies.
Prior to that, he was Founding Partner of Frederick Capital Partners, a Maine based Hedge Fund; Winslow Evans & Crocker, a private investment firm; and began his career in 1989 with Shearson Lehman Brothers.
He received his B.S.
degree in Finance from Fairfield University.
He is a member of the Association for Chartered Market Technicians.
Steve and his family reside in Scarborough, Maine.
Steve Olore active positions
Companies | Position | Start |
---|---|---|
Camden National Bank (Investment Management)
Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Analyst-Equity | 01/10/2018 |
Former positions of Steve Olore
Companies | Position | End |
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United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Corporate Officer/Principal | - |
Training of Steve Olore
Fairfield University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Camden National Bank (Investment Management)
Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Finance |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Finance |
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