Olivia joined Douglass Winthrop Advisors, LLC as an associate in 2015. Working primarily with Lea Highet in the Wealth Management department, Olivia focuses on Trust Administration and Estate Planning. Her experience consists of various summer internships, including a buy-side research analyst position at Tocqueville Asset Management during the summer of 2014.
Olivia received her BS in Business Management from the Kelley School of Business at Indiana University in December 2014. She completed the New York Bankers Association Essentials of Trust Administration program and received her CERTIFIED FINANCIAL PLANNER™ certification in 2017. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.