Blue Ocean

global wealth

Investment Advisory
Financial Planning


Please note that we are no longer accepting residency applications for 2017. Please consider reapplying in 2018. Thank you for your interest.

The Blue Ocean Global Wealth family represents excellence, authenticity, and intellectual freedom. Our inclusive culture values diversity of thought, experience, age, gender, ethnicity and race. In our opinion, the importance of incorporating diversity as more prominent component of our industry’s national and regional strategic priorities is a critical precursor to the advancement of our profession. This foundation supports our ability to serve clients, furthering our public policy stewardship. This identity solidifies our competitive advantages and expands our global opportunities.

We offer mandates of responsibility across departments and attract candidates with a background or interest in financial planning, portfolio management, global capital markets, institutional consulting, and boutique asset management. We identify applicants who are self-motivated, emotionally intelligent, and instinctive leaders. Candidates will have the highest degree of integrity, a strong entrepreneurial work ethic, and the desire to learn and thrive as members of a zealous performance-oriented team.

Blue Ocean Global Wealth Residency Program

Our global residency program experience guides today’s students and tomorrow’s leaders. We consistently commit resources and time to an elite group of residents. Our programs complement the classroom curriculum and develop a more complete learning curve.

Our leaders engage, inspire, and empower selected candidates with the ability to collaborate with the Blue Ocean Global Wealth family. We focus on building a quantitative and qualitative framework, along with emotional intelligence. Our residents establish business relationships.

Preference is given to applicants who are self-motivated, intellectually curious, and possess advanced research and writing capabilities.

The Blue Ocean Global Wealth Residency Program is comprised of two core certificates, Investment Strategy and Financial Planning, which both prerequisite our capstone Global Leadership certificate.

Prospective Blue Ocean Global Wealth Family Member


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We are committed to equal employment opportunity to all applicants and existing employees, regardless of race, creed, color, national origin, sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth