Olivia Baffour

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2024 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 07/2020 → 02/2024
  Foster Victor Wealth Advisors
  Greenville, SC
• 07/2019 → 07/2020
  Republic Finance
  Simpsonville, SC
• 12/2016 → 06/2019
  Cerulean Aviation
  Greenville, SC
• 01/2014 → 06/2018
  School
  Greenville, SC
• 12/2019 → Present
  Greenville Marriott
  Greenville, SC
• 03/2024 → Present
  Captrust - Dba Strategic Advisor Group
  Allentown, PA
• 03/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Other Businesses

1: Greenville Marriott; 1 Pkwy E, Greenville SC 29615; Hospitality; Not investment related; Server; Serve and bartend events; 12/18/2019; 5 hours per month; 0 hours per month during trading hours. 2: GirlUp GVL; 5 New Dunham Bridge Rd, Greenville SC 29611; Youth Enrichment Program; Not investment related; Board member and Treasurer; I help review financials once a month, assist with planning community events and fundraisers and attend board meetings; 1/18/2022; 4 hours per month; 1 hour per month during trading hours. 3: CAPTRUST - Strategic Advisor Group; 600 Hamilton St Suite 900, Allentown PA 18101; Financial Services; Investment related; New Business Case Manager/Underwriter; Handling new insurance business for two advisors; 3/4/2024; 160 hours per month, 160 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-20

Other Names

• Good