Olac Pallan
Director of Portfolio Management
Olac Pallan leads client portfolio management and advises on strategies to meet financial goals.
Professional Bio:
Olac Pallan serves as Director of Portfolio Management for Onyx Bridge Wealth Group. He leads the wealth management team, manages client relationships, and is an integral member of the firm’s Investment Committee. Olac oversees client portfolios to ensure alignment with the firm’s asset management philosophy, advising clients on strategies to meet their financial objectives and providing updates on portfolio performance, market commentary, and customized recommendations.
Olac joined Onyx Bridge Wealth Group with more than 18 years of experience in the financial services industry, most recently serving as Lead Portfolio Manager for Latin American offshore clients at Deutsche Bank in New York. He has broad expertise in fixed income and equities, industry analysis, alternative investment options, debt capital markets, and deal negotiations, with prior roles at JP Morgan, Royal Bank of Canada, Martin Capital Group, Merrill Lynch, Citibank, and Credit Suisse. Olac holds FINRA Series 7, 63, and 65 licenses.
Education:
Olac earned a Master of Arts in Applied Economics from New York University and a Bachelor of Arts in Economics from Instituto Tecnológico Autónomo de México.
Get to Know:
Olac is married with two children and recently relocated from New York City to the Washington, DC area.