Olivia Stacey, CFA, CFP®

While I have been a numbers nerd my entire life, my interest in people and relationships was something that took time to develop. I love how this work allows me to indulge both aspects. I began my journey at Exchange on the portfolio management team, doing the behind the scenes work of managing client investments. After a few years, I decided that I’d like to spend more time interacting with the people behind the portfolios and helping them realize their goals.

I feel passionate about fostering financial literacy and independence, specifically when it comes to women. I know that matters of money can cause great stress in our lives, and nothing makes me happier and more fulfilled than empowering people to feel in control of their financial future.

When I’m not in the office (and sometimes when I am), I love to knit and crochet, read, travel, and play volleyball.