Olivia is an advisor associate working out of the firm’s Potomac, MD office. She took on this role after a position as a wealth management intern in the summer of 2018. In this new role, Olivia is responsible for carrying out the day-to-day tasks for clients, supporting wealth advisors as part of a team, and helping maintain focus on the goals of clients. In her time as an intern, Olivia rebalanced portfolios, reviewed and procured investment data and analyses, and helped facilitate client-advisor communications. While attending Virginia Tech, Olivia served as a managing member of BASIS, a student-run fixed income portfolio group. She also worked as a peer tutor in finance and business classes for student athletes, was an active member of the school’s student chapter of the Financial Planning Association, and helped fundraise for various charitable organizations and events. Now residing in Silver Spring, MD, Olivia spends her free time travelling and following Virginia Tech athletics. She looks forward to developing deeper relationships with clients as she helps them achieve their financial goals.

Previous Experience

  • Wealth Management Intern at Bronfman Rothschild

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Certified Financial Planner
  • Series 65 license