NEWTOWN
SQUARE, Pa., July 24,
2024 /PRNewswire/ -- Kim
Olsan joined NewSquare Capital as Senior Fixed Income
Portfolio Manager on July 22,
2024.
"It is with great pleasure I welcome Kim to NewSquare
Capital. Following years of strong company growth and significant
expansion of our fixed income accounts, we are excited to welcome
such an outstanding professional to our team. Kim brings deep
expertise and over three decades' worth of fixed income experience.
She is a sought-after expert, and, just as importantly, her
collaborative and inclusive style is a great fit for us. I have
known Kim for over 20 years and have always been impressed by her
sharp mind, her dedicated discipline, and the investment results
and business successes she has consistently produced. I am so
pleased we have been able to add her to our excellent team of
investment professionals."
Joseph S. Rizzello, Chairman and
CEO, NewSquare Capital.
Kim comes to us from FHN Financial, Philadelphia, where she was Senior Vice
President, Municipal Trading. She brings over 30 years of
experience in fixed income investing. Prior to FHN, Kim was a
Senior Manager/Desk Head, VBS Bond Trading at the Vanguard Group,
Malvern, PA. She joined the fixed
income investment industry at Drexel, Burnham Lambert, Philadelphia, PA in 1986.
Kim holds a Bachelor of Arts degree in Government with a minor
in sociology from Franklin and Marshall
College, Lancaster, PA.
"Kim is a recognized expert who will significantly bolster our
portfolio management team. With her on the team, we are ideally
positioned to meet the existing and evolving needs of our clients.
Kim is a great communicator with a passion for sharing her insights
and expertise. In addition to supporting our clients and expanding
our fixed income business, she will continue to publish her
insightful municipal market commentary. I welcome her broad skills,
deep expertise, and risk management focus which will enable us to
improve how we service and expand what we offer our clients."
Ryan L. Kirk, CFA, President and
Head of Portfolio Management.
"I am excited to join NewSquare Capital, a leading company I
have admired for their innovative investment solutions and
dedication to their clients", says Kim. "I look forward to
leveraging my fixed income expertise and collaborating with the
strong team at NewSquare to offer premier and innovative investment
solutions."
Please join us in welcoming Kim to the NewSquare Team.
About NewSquare Capital
NewSquare Capital is an
investment manager committed to pursuing great outcomes for
investors through sound investment strategies and innovative
thinking.
We understand that today's investors are seeking investment
options that can navigate market risks, capitalize on growth
opportunities, and provide the confidence they need about their
financial future.
To meet these evolving needs, we combine forward-thinking ideas
with time-tested approaches, executed with the discipline and
expertise of our seasoned team of investment professionals.
NewSquare Capital is a registered investment advisor.
Media contact information: info@newsquarecapital.com
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SOURCE NewSquare Capital LLC