Olivia Reed Kussin

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 07/2019
  Columbia Management Investment Distributors Inc
  Boston, MA
• 08/2019 → 06/2022
  Sterling Capital Management Llc
  Charlotte, NC
• 12/2019 → 06/2022
  Sterling Capital Distributors, Llc
  Charlotte, NC
• 06/2022 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA

Previous Registrations

• 2020-01-10 → 2022-06-15
  Sterling Capital Management Llc
  Charlotte, NC
• 2012-11-02 → 2019-07-23
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2012-10-24

Designations

• Chartered Financial Consultant

Other Names

• Olivia M Reed
• Olivia Reed
• Olivia Mayhew Reed