Oliver Rose, CEPA

Founder of Cresset Catalyst

Oliver Rose is a Cresset Founding Team Member and Founder of Cresset Catalyst, an Agile Family Office for next gen entrepreneurs and innovators. Oliver works with emerging CEO Founders, private equity and venture capital professionals, and senior leaders at growth companies planning for future liquidity by engaging them with a team of advisors dedicated to their unique goals and needs. He holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.

Prior to Cresset, Oliver was a founding team member of Caretta Group, a private investing firm that backs businesses with long-term, permanent capital. At Caretta, he managed business development efforts and helped portfolio companies with technology, marketing and sales initiatives. Before Caretta, Oliver helped launch Imprint, a startup focused on helping families aggregate and share memories digitally. He also produced television documentaries for the National Geographic Channel and his independent film “From North Carolina to Normandy” has been recognized by NPR.

Oliver was a Morehead-Cain Scholar at the University of North Carolina where he received a BA in History with distinction and was elected to Phi Beta Kappa. Oliver received a 2022 Young Professionals Award from THE FAMILY WEALTH ALLIANCE.¹

Learn more about Cresset Catalyst HERE.

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