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Corey Oltyan, MBA

Corey Oltyan, MBA

Associate Financial Advisor

Corey joined Stein Wealth Advisors, LLC in 2019 as an Associate Financial Advisor. He contributes in the development of financial plans, provides investment analysis support, and assists with general client service. Corey is also a member of the SWA investment committee.

He is a graduate of Lehigh University and earned a Bachelor’s Degree in Computer Science.  Corey also earned his MBA from Seattle University in 2009. Corey transitioned from a career in technology to the financial services industry in 2016. Corey brings a unique set of analytical and technology skills to Stein Wealth Advisors to help us better serve our clients.

Corey and his wife Karin reside in Bridgeville, PA with their son Griffin. When not at the office, he's cheering on his son's baseball and soccer teams or spending time together as a family.

 

Credentials

  • Pennsylvania Life/Accident/Health insurance licensee
  • Series 7, 66 registered
  • Master of Business Administration degree