NEWTOWN SQUARE, PA — NewSquare Capital has announced the appointment of Kim Olsan as Senior Fixed Income Portfolio Manager, effective July 22, 2024.
Joseph S. Rizzello, Chairman and CEO of NewSquare Capital, expressed his enthusiasm about the new addition to the team. “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.”
Olsan joins NewSquare Capital from FHN Financial in Philadelphia, where she served as Senior Vice President in Municipal Trading. She brings over 30 years of experience in fixed income investing. Her career began at Drexel, Burnham Lambert in Philadelphia in 1986, and she has since held senior positions, including Senior Manager and Desk Head at Vanguard Group in Malvern, PA.
Kim holds a Bachelor of Arts degree in Government with a minor in Sociology from Franklin and Marshall College in Lancaster, PA.
Ryan L. Kirk, CFA, President and Head of Portfolio Management at NewSquare Capital, also welcomed Kim’s arrival. “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.”
Olsan herself expressed excitement about joining the team. “I am excited to join NewSquare Capital, a leading company I have admired for their innovative investment solutions and dedication to their clients,” she said. “I look forward to leveraging my fixed income expertise and collaborating with the strong team at NewSquare to offer premier and innovative investment solutions.”
With Olsan’s expertise and proven track record, NewSquare Capital aims to further enhance its fixed income offerings and continue its growth trajectory.
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