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
Kyle Lucianna
OLLIE GRANT PRIVATE WEALTH
Operations and Compliance
Kyle manages client onboarding, regulatory filings and recordkeeping, and the firm’s technology and custodial platforms. It is the work behind the scenes that makes a client’s experience feel simple. He joined Ollie Grant from M&T Bank, where he was a Senior Relationship Banker, and before that was a Relationship Banker and Licensed Banker with JPMorgan Chase.
SERIES 65 | B.S. Business Economics
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
Kurt Nixdorf
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
OLLIE GRANT PRIVATE WEALTH
Sydney West
OLLIE GRANT PRIVATE WEALTH
Associate Investment Advisor and Tax Solutions Specialist
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 | 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 ADVISORS
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 ADVISORS
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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
Victor Lucianna
Client Services Representative
OLLIE GRANT VENTURE MANAGEMENT
Victor is often the first person you hear from. He handles day-to-day client and investor requests, document collection, scheduling, and the follow-through that keeps a process moving.
client services | Communication
Logan West
Partner and Head of Operations
OLLIE GRANT VENTURE MANAGEMENT
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.
“Ollie Grant Advisors” 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.