WHO WE ARE
A firm built to be small.
Ten people, three offices, and partners who answer the phone.
WHY OLLIE
The firm named
after a dog.
Ollie waited by the door, noticed everything, and never once had to be asked twice.
Loyalty and vigilance are unglamorous qualities. They are also the two we most wanted a client to be able to assume about us, so we put them on the door.

Our Approach
Three stages, in order.
A client moves through these once, and then lives in the third one.
Nothing is recommended in the first meeting. What follows is a plan we revisit with you quarterly and rebuild only when your life, not the market, calls for it.

♦
I
♦
II
♦
III
Discovery
Two to three unhurried meetings. Every account, entity, policy and obligation is mapped before a single recommendation is made.
The Plan
Use this space to promote the business, its products or its services.
Stewardship
Quarterly reviews, an annual tax projection, and a team that answers the phone. Changes are made for reasons, not for activity.
Then we do it again next quarter, and the one after that.

The point of the money is
the life around it.

THE TEAM
The people you will actually
speak to.
Advisory, leadership, operations and client service.
Advisory Team
Investment Adviser Representatives of Ollie Grant Private Wealth, LLC. The only members of the firm who provide investment advice.
OLLIE GRANT PRIVATE WEALTH
Ryan K. Foncannon, MBA
OLLIE GRANT PRIVATE WEALTH
Founder and Managing Partner
Ryan founded Ollie Grant and leads the firm’s advisory practice. He works with business owners, entrepreneurs and high-income earners on advanced tax strategy, cost remediation and profit recovery, and private wealth and retirement planning. His role is coordination as much as advice: he acts as the strategic quarterback across tax professionals, attorneys and advisors so that clients end up with one aligned plan rather than three unconnected ones.
SERIES 65 | MBA

OLLIE GRANT PRIVATE WEALTH
Neisy Arnez, RICP
OLLIE GRANT PRIVATE WEALTH
Vice President, Family Office Operations
Behind every seamless client experience is someone who built the system that makes it look effortless. At Ollie Grant Family Office, that person is Neisy Arnez. Neisy leads family office operations, shaping the structure, processes, and infrastructure that bring the firm's affiliated companies together into one coordinated experience for the families it serves. She brings more than 15 years of operations leadership in wealth management. At Drucker Wealth in New York, she rose from Client Service Manager to Chief Operating Officer as the firm grew from a single-advisor practice into a multi-advisor organization with more than $1 billion in assets under management. Most recently she served as Chief Compliance Officer and Head of Operations, leading a 20-person team and guiding the firm's transition to an independent RIA, including the migration of roughly 4,700 client accounts in just six weeks. Neisy is known for bringing order to complexity and building teams and processes designed to go the distance. It's a philosophy she lives outside the office, too. A New York marathon runner, she knows that the strongest finishes are built mile by mile, with discipline, preparation, and heart. When she isn't logging miles in the city, she's exploring the world, collecting new cultures, cuisines, and perspectives along the way. A passionate advocate for health and wellness, she believes that taking care of yourself is the foundation for taking care of everything else. Neisy holds a B.S. in Business Administration from Baruch College's Zicklin School of Business and the Retirement Income Certified Professional (RICP®) designation.
ricp | TAX SOLUTIONS
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OLLIE GRANT PRIVATE WEALTH
Andre Green
OLLIE GRANT PRIVATE WEALTH
Investment Adviser Representative
Andre advises clients on real estate investment, property management and wealth-building strategy. He has managed portfolios spanning more than one million square feet across over 85 retail and commercial locations. He is a Registered Apartment Manager and a Real Estate Tax Credit Specialist, with advanced training in commercial property management from New York University and a B.S. from St. John’s University, and was appointed by the Governor of Delaware to a state committee on real estate and economic development. Andre is also Managing Partner of Green Rose Capital, a separate firm.
Series 65 | RAM | Tax Credit Specialist

OLLIE GRANT PRIVATE WEALTH
Sydney West
OLLIE GRANT PRIVATE WEALTH
Tax Solutions Specialist
Sydney sits at the point where planning meets tax. She works with clients on portfolio implementation and ongoing review alongside the advisory team, and on tax solutions through Ollie Grant Tax Solutions, so the tax consequence of a decision is understood in the same conversation the decision is made in rather than the following year. She is often the person clients call with the question they think is too small to ask.
SERIES 65 | TAX SOLUTIONS

Leadership and Operations
Associated with affiliated companies in operations, technology, tax, compliance and client service roles. They do not provide investment advice or make investment recommendations.

Diego Ibarra Belmont
Partner & Head of International Affairs
OLLIE GRANT PRIVATE WEALTH
Diego leads international work across the Ollie Grant companies: cross-border families, foreign-held assets, and the coordination with counsel and custodians that these situations require.
International

Gerson Gibbs
Partner, Compliance and Diligence
OLLIE GRANT
Gerson leads the firm’s compliance program and the investment diligence process for Ollie Grant Ventures. He spent over twenty years as a FINRA Principal Examiner. He also leads Belite Capital, an affiliated compliance consulting and fund administration firm.
Former FINRA Principal Examiner

Dorin Lee Keith
Partner and Head of Operations
OLLIE GRANT
Dorin runs operations across the Ollie Grant companies: onboarding, servicing, custodial relationships and the workflow that carries a plan from decision to done. She also sits on the OGA Investment Board.
operations | client services

Seth Novosel
Operations, Investor Relations & Technology
OLLIE GRANT VENTURE MANAGEMENT
Seth owns the investor experience end to end, from the first documents through onboarding, reporting and the quarterly close. He also leads technology across the group, including Juniper Square and the investor portal.
operations | technology

Logan West
Operations and Client Services Associate
OLLIE GRANT ADVISORS
Logan manages client intake, document collection and the workflow that carries an engagement from first conversation to completion, and she is often the person clients hear from between meetings.
operations | Client services
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
1
Tax services
Tax solutions and tax planning are provided by Ollie Grant Tax Solutions, LLC, an affiliated company under common control. Clients are never required to use an affiliated company.
2
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
2
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
OUR MISSION
Building a Sustainable Future
We believe that true stewardship goes beyond managing assets. It means understanding the values, goals, and stories behind every family we serve, and working alongside them to protect what they have built while thoughtfully preparing for what comes next. Our approach is grounded in transparency, deep expertise, and an unwavering commitment to regulatory adherence — ensuring that every decision we make on behalf of our clients meets the highest standards of compliance and ethical practice.
We also recognize that the wealth we help steward carries a responsibility to the world beyond the family. That is why we are dedicated to helping our clients align their financial futures with a broader commitment to sustainability - supporting decisions and investments that contribute to a healthier, more equitable future for generations to come.
At Ollie Grant Family Office, we are more than advisors. We are long-term partners, trusted stewards, and advocates for the lasting well-being of every family we have the privilege to serve.

CLIENTS
LEGAL
“Ollie Grant” is a brand name used by Ollie Grant Private Wealth, LLC and affiliated entities, including: Ollie Grant Private Wealth, LLC, an investment adviser providing investment advisory and family office services; Ollie Grant Venture Management, LLC, which provides management services to affiliated private funds; Ollie Grant Ventures, LLC, a Delaware series limited liability company through which affiliated private fund interests are offered; Ollie Grant Acquisitions, LLC; Ollie Grant Insurance, an insurance agency; Ollie Grant Tax Solutions, LLC, a tax services and accounting firm; Ollie Grant Technologies; and Belite Capital LLC, a financial compliance consulting and fund administration firm. Belite Capital LLC is led by a former FINRA Principal Examiner and serves as fund administrator to the affiliated private funds. Registration as an investment adviser does not imply any certain level of skill or training. Advisory services are offered only in jurisdictions where Ollie Grant Private Wealth, LLC is registered or exempt from registration.
All investing involves risk, including the possible loss of principal. Diversification, asset allocation and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security. Ollie Grant Private Wealth, LLC and its related persons receive insurance commissions and performance-based compensation, and compensate certain persons for client referrals, each of which presents a conflict of interest. Additional information is available in Ollie Grant Private Wealth, LLC’s Form ADV Part 2A.
