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Vilius Oškeliūnas, CFA, Wealth manager

Vilius is a chartered financial analyst (CFA) and generator of ideas. In view of the customer needs and in consideration of ever-changing circumstances, he develops various strategic combinations, listing the merits and demerits of each. Knowledge and experience, built up over 10 years of active work, enable Vilius to easily control complex processes in both investment and business management.

Areas of expertise Education
Financial planning, Behavioral finance
Investment strategy
Investment portfolio management
Corporate finance
2008 Master’s degree in Finance, Faculty of
Economics, Vilnius University
Experience Memberships and Certificates
2008-2009 Investment strategy manager at AB bank „Finasta“
2006-2008 Chief Specialist in Issuer department at Lithuanian
Securities Commision
2005-2008 Founder of „VU Student investment fund“, member
of organizational committee of investment fair “Vilnius Invest”
Chartered Financial Analyst (CFA),
Member of CFA Institute
Member of Association of Financial Analysts
General Financial Broker license
Languages Hobbies
Lithuanian, English, German Golf, guitar playing, aikido

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