About Us
Oliver Capital Management is a financial advisory firm, with offices in Concord, Massachusetts, and Park Avenue, New York City.
Oliver Capital Management
Meet the team
John Conte
Principal/Wealth Management Advisor
Office: (978)405-3349 / Cell: (203) 623-0358
John began his wealth management practice nearly 20 years ago, just after graduating from Quinnipiac University. Since then, he has helped over 500 emerging high net-worth families and small business owners organize and simplify their financial lives.
He also dedicates time to educating newer financial advisors across the country, on how to build an industry-leading client service model.
John lives in Concord, MA with his wife Emily, and children, Oliver and Caroline. He is an avid skier and runner, although he claims to hate the latter.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC.
Designations: CERTIFIED FINANCIAL PLANNER™
Cassie Magro
Head of Client Service
Office: (978) 405-3348 / Cell: (781) 879-2285
Cassie entered the financial services industry immediately after graduating from the University of New Hampshire, with degrees in Finance and Spanish. In 2019 she joined Oliver Capital Management, as Head of Client Service, dramatically improving our business processing and response times.
Cassie enjoys surfing, hiking, and swinging on her hammock. She has visited 17 different countries, including volunteer work at a crocodile rehab center in South Africa.
Licenses: FINRA Series 7 and Life & Health Insurance.
Registered Representative of Hornor, Townsend, & Kent, LLC.
Gillian Mulhere
Marketing Director
Office: (646) 647-2180
Gillian runs marketing, branding and innovation. She brings 8 years of experience in the digital marketing space.
When not in the office, you can find her spending time outside with her fiancé Dylan, and mini Australian shepherd, Oakley.
Jim Cooney
Financial Planning Analyst
Office: (978)405-3349
Jim is focused on balance sheet evaluation and financial forecasting. With over a decade of experience, he is passionate about educating our clients on the probability of reaching their goals, and avoiding future “landmines”.
Jim lives in Brooklyn, NY, where he spends his free time playing guitar and singing with his band at Brooklyn Bowl.
Licenses: FINRA Series 7 and 66, and Life & Health Insurance.
Registered Representative and Investment Advisor Representative of Hornor, Townsend, & Kent, LLC.
Jim Cooney is registered with HTK and is not affiliated with Oliver Capital Management.
Designations: CFP®, ChFC®, CLU®, FSCP®