Olivia O’Toole

Portfolio Manager, Director of Fixed Income

As a Portfolio Manager at BSW Wealth Partners, I specialize in constructing and maintaining tailored investment portfolios for BSW clients. I also oversee and curate the firm’s Fixed Income offerings, ensuring that our clients have access to high-quality and strategic investment opportunities in this asset class.

Before joining the BSW team, I spent my time at the University of Colorado Boulder, where I graduated with bachelor’s degrees in both Economics and International Affairs in 2017. Building on this foundation, I earned a master’s degree in finance from the Leeds School of Business.

Beyond my professional life, you’ll find me travelling, cooking or reading a good book with my kitten, Jalapeno, and my Fiancé, Colin.

Education, Accreditation, Leadership and Service:

  • MS, Finance, Leeds School of Business
  • BA, Economics (Magna Cum Laude) & International Affairs (with Distinction), University of Colorado Boulder
  • Series 65, Investment Advisor Representative Colorado
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