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Olivia Stacey, CFA
Olivia Cartoon

Olivia Stacey, CFA

Portfolio Manager

Biography

I attended Michigan State University where I set out to be an engineer but ended up with a math degree. I’ve been working at Exchange Capital Management ever since. My role is to take the big investment ideas and help map them to each individual client in a way that’s both impartial and deliberate.
 
I achieve this daily by being a detail-obsessed rule follower who’s slightly combative with co-workers when necessary. I make up for these insufferable qualities by cracking jokes and being the only person in this office that doesn’t wear a blue shirt and a dark suit every day. While I started in the Ann Arbor office, I now live in downtown Minneapolis where attending theater productions is one of my favorite pastimes.

Responsibilities

  • Implement new ideas, monitor current strategies, and rebalance as necessary
  • Provide insight and experience in monthly Investment Committee meetings
  • Work with advisors to ensure portfolios meet specialized client needs

Education

  • Michigan State University
    BS - Mathematics
    2014 

Professional Certifications

  • Chartered Financial Analyst
    (CFA) charterholder
    2019
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