Olivia Lee, CFP®

VP of Investment Operations | Investment Committee Member

Olivia Lee is the Vice President of Investment Operations at Valor Capital Management (Valor). In her role, Olivia provides leadership support to the companies’ turnkey asset management program (TAMP) platform advisors. Her team also provides support and superior service experience to Prosperity Capital Advisors, an SEC-registered investment adviser (RIA), Investment Advisor Representatives and their clients.

Olivia has over 11 years of operations experience in the wealth management and financial services industry. Prior to joining Valor, she spent 10 years leading technology and process improvement initiatives at a small RIA firm. Olivia is driven by efficiency. She is passionate about developing workflows that streamline operations and simplify processes for the advisor.

Olivia received her bachelor’s degree in Mathematics and Economics from Dickinson College, in 2010, and obtained her CFP designation in 2013. When she is not at work, Olivia enjoys spending time exploring outdoors and playing sports with her husband and three sons. She is an avid Green Bay Packers fan.

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.