BA William Paterson University; MBA Finance, Pace University
Olivia started her financial career with Shearson Lehman Brothers as a financial consultant rising to the level of first vice president. During her 14 years with the firm, along with managing her clients’ investment assets, she was the insurance advisor for a branch of 45 brokers and assistants as well as one of the only branch consultants providing options and commodities advice to clients and peers.
In 1999, Olivia established her own Registered Advisory firm, Paragon Investment Advisors. PIA managed over $50 million in assets, providing investment and advisory services in both traditional and alternative investments for high net worth individuals and institutions.
Olivia developed and promoted a conservative investment strategy consisting of growth, income, and guaranteed returns ensuring clients minimum risk in volatile markets and participation in upside growth.
The Real Estate division of Paragon provided developers and property owners advice on land use, management, acquisition and disposition planning of sites ranging from 10,000 to 100,000 square feet. Along with potential property acquirers, PIA advised business owners on building, leasing and financing their own building.
With over 25 years of experience in all phases of investment consulting, her current focus is strictly on helping clients protect their assets and reach their retirement and income planning goals.