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.
Olivia is on the board of the Financial Planning Association of Metro New York and is working primarily on the Pro Bono and NexGen committees. Olivia is actively involved in financial planning and has volunteered for various organizations, including Rock the Street, Wall Street, a non-profit financial literacy program designed to spark the interest of high school girls into careers of finance. She was also the coordinator for the MoneyW!SE program at the Family Justice Center in Manhattan for the Spring 2019 courses.
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.