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Susan G Oleari

Managing Member, CcoTrifecta Capital Advisors, LLCCRD 6660230

About Susan G Oleari

Susan G Oleari is listed as Managing Member, Cco at Trifecta Capital Advisors, LLC in Northbrook, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Trifecta Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Susan G Oleari work?

Susan G Oleari is listed as Managing Member, Cco at Trifecta Capital Advisors, LLC on SEC Form ADV.

How much of Trifecta Capital Advisors, LLC does Susan G Oleari own?

Form ADV reports a beneficial ownership band of 25-50%.

Trifecta Capital Advisors, LLC

TitleManaging Member, Cco
Ownership25-50%
Control personYes
Since2021