Shola Ojelade, CFA
Founder, Principal Partner & Chief Investment Officer
Portfolio Advisory Partners LLC
CFA · MBA · PMP
Shola Ojelade is the Founder, and serves as the Principal Partner and Chief Investment Officer, of PORTFOLIO ADVISORY PARTNERS LLC. He is a CFA (Chartered Financial Analyst) Charter holder, holds an MBA and also the PMP Certification. He is an experienced Investment Banking, Investment Management and Project Management professional with over 30 years experience in the US and Nigeria. He has consulted for financial institutions and other Corporates in the New York Tri-State area across the fields of Financial Planning & Analysis (FP&A) and Project Management.
Shola’s core areas of expertise are in Corporate Finance, Investment Management, Business Intelligence (BI) data & Project Management.
The Portfolio Advisory Partners Portfolio Optimizer
Portfolio Advisory Partners, an SEC-Registered Investment Advisory firm, is an online equities portfolio investment advisory firm. Its Portfolio Optimizer scores your actual stock holdings against objective factors and your own life stage, then constructs an optimized portfolio — bringing professional portfolio construction to retail and high-net-worth investors without the percentage-of-assets and recurring fees common in the financial advisory industry.
Test your portfolio for free. Pay once, only if you want the optimized version.