Joined Curi Capital
January 2024
Education
- BS in Biology, Washington and Lee University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Washington and Lee Alumni Association
- Business Volunteers Maryland
- Athletes Serving Athletes
Previous Experience
- Cerity Partners, Principal
- Cerity Partners, Relationship Manager
- Cerity Partners, Client Service Associate
Bio
As a Wealth Advisor for Curi RMB, Olive’s role is to create and manage comprehensive financial plans for individuals and their families. As a team, Olive will work with clients to maximize their financial health and wellness through investment management, tax management, insurance evaluations and so much more.
Prior to joining Curi RMB, Olive focused on investment management for high-net-worth individuals and their families.
Olive serves as Alumni Outreach Chair for the Give Fellowship program through Business Volunteers Maryland. She also has served as a Captain and Wingman for the Baltimore County Community.