Vaughn H. Weimer, CFP

Managing Director, Principal

Vaughn H. Weimer, CFP, has designed and managed portfolios on behalf of individual investors and institutions for the past 16 years and is a former Managing Director and a Portfolio Manager of Oaktree Asset Management in New York City.

In addition to managing client portfolios, Vaughn oversees financial consulting services for select Banyan clients. Prior to joining Oaktree’s predecessor firm, Fiduciary Counsel in 1989, Vaughn was a consulting manager at Arthur Young & Co. (now Ernst & Young, LLP).

An experienced investment professional of more than two decades, Vaughn has lectured at the New York University Graduate School of Business Center for Entrepreneurial Studies and has spoken and written extensively on financial planning and investments. Vaughn is currently on the Board of Directors of the Bowery Mission in NYC.

Vaughn is a graduate of Villanova University.