Portfolio Analyst
Olivia Francis
Olivia is an accomplished investment professional with experience in product management and portfolio analysis. As a Portfolio Analyst at LGT Financial Advisors, Olivia supports the firm’s investment philosophy, disciplined portfolio construction, and ongoing manager due diligence. By evaluating asset allocations, client objectives, and prevailing economic trends, Olivia provides strategic guidance for optimized portfolio implementation. Among her other responsibilities, Olivia assists with portfolio rebalancing, reconciling performance data, and managing recurring investment reports. Olivia is a member of the firm’s Investment Committee and holds her Series 7 and Series 63 licenses. After earning her Bachelor’s degree in Finance and minor in Psychology from Wake Forest University, Olivia supported institutional and financial advisor clients at Dimensional Fund Advisors (DFA), a leading asset manager in Charlotte, NC. Outside of work, she enjoys playing pickleball and golf, skiing with her family in New England, and exploring the Dallas restaurant scene since relocating from North Carolina.
- CERTIFICATION/LICENSES
- EDUCATION
- AREAS OF FOCUS
- Series 7 — General Securities Representative License, FINRA
- Series 63 — Uniform Securities Agent State Law License, NASAA
Wake Forest University School of Business
Bachelor of Science, Finance
- Alternative Investments
- Financial Markets
- Investment Due Diligence
- Performance Data Reconciliation
- Portfolio Management
- Portfolio Rebalancing
”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor