Olivia

Olivia: Email & Phone Number

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Principal – Family Office Investments & Governance at Family Office|United States

Position:

Principal – Family Office Investments & Governance at Family Office

Location:

United States

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Last updated: 2026-01-30
Updated: 2026-01-30

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Work Experience 16 years

Principal – Family Office Investments & Governance at Family Office

Jan 2019 - Current

Director of Investment Strategy at Beacon Pointe

Jun 2015 - Dec 2018

Vice President, Private Wealth Advisory at Aspen Wealth Management

Oct 2012 - May 2015

Investment Analyst – Research & Allocation at UMB Bank

Jul 2010 - Sep 2012

Olivia started working in 2010, then the employee has changed 3 companies and 3 jobs. On average, Olivia works for one company for 3 years 11 months.

Education

Master of Business Administration – MBA at University of Denver - Daniels College of Business

Bachelor of Science in Finance at Culverhouse College of Business

Olivia Namesakes

Name
Company
Position
Tulip
GDSC
Tech Team Member
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Tulip
Procurement Manager
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Tulip
Freelance
Student
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