Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP)

Olivia Carter is the Director of Client Management at Rocky Mountains, which she joined in 2021.Ms. Carter graduated from New York University's Stern School of Business with a Bachelor's degree in Dual Degrees in Marketing and Finance. Previously, she worked at Goldman Sachs where she was responsible for high net worth client relationship management.

At Rocky Mountains, Ms. Carter is responsible for managing the firm's client relationships and providing customized investment advice to ensure client asset growth.