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Oleg L

CFA®, Series 63

Concord, MA

Meeting House Capital, LLC

Oleg Litvinenko is a CFA charterholder and Series 63 licensee with five years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously at Cobblestone Capital Advisors, LLC from 2016 to 2020. Meeting House Capital provides discretionary portfolio management, integrated financial planning, and investment consulting primarily to individuals, trusts, estates, and other registered investment advisers. The firm employs a long-term, fundamental-analysis driven investment approach, tailoring portfolios to client goals and risk tolerance while utilizing a mix of individual stocks, mutual funds, ETFs, bonds, and REITs.

Passive / index investing Concentrated stock management Real estate investing General retirement planning
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