Olivia Koltiska
Analyst-Equity presso Frontier Asset Management LLC
Profilo
Ms. Olivia Koltiska is an Investment Operations Manager at Frontier Asset Management LLC.
She joined the firm in 2014.
She oversees the Investment Operations team and her primary responsibilities include trade implementation of Frontier’s in-house accounts and platform accounts.
She also supports the Managing Principal in providing Frontier’s consulting clients with customized asset allocation and portfolio management solutions.
As a member of Frontier’s Investment Team, Olivia’s additional tasks include assisting advisors and client servicing personnel with any investment or portfolio centric data requests, implementing Frontier’s tax-management process, producing various reports used by the Investment Committee and completing or aiding in the completion of other various ad hoc projects.
In addition, she is involved in researching and reporting fund opportunities that will serve as the basis for the Investment Committee’s fund selection process.
She received her undergraduate degree from the University of Wyoming.
Posizioni attive di Olivia Koltiska
Società | Posizione | Inizio |
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Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | Analyst-Equity | 01/01/2017 |
Formazione di Olivia Koltiska
University of Wyoming | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | Finance |
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