Investment Operations Manager
Olivia is the Investment Operations Manager for Frontier Asset Management. Olivia joined the firm in 2014.
Olivia oversees the Investment Operations team and her primary responsibilities include trade implementation of Frontier’s in-house accounts and platform accounts. She also supports the CEO in providing Frontier’s consulting clients with customized asset allocation and portfolio management solutions. As a member of Frontier’s Investment Team, Olivia’s additional tasks include assisting advisors and client servicing personnel with any investment or portfolio centric data requests, implementing Frontier’s tax-management process, producing various reports used by the Investment Committee, and completing or aiding in the completion of other various ad hoc projects. In addition, she is involved in researching and reporting fund opportunities that will serve as the basis for the Investment Committee’s fund selection process.
- BS in Accounting and Finance from the University of Wyoming
- CFA® Level II Candidate
More About Olivia
- Her favorite form of exercise is running outside, clearing away the noise to allow more in-depth thinking.
- Her first purchase with her own money? A Volkswagen Beetle at 16.
- She enjoys attending live sporting events and playing golf.