Rob Olcott is a recognized leader and resource in the financial services industry and within the nonprofit community. He has more than thirty years' experience advising, teaching, and serving associations, endowments, foundations, hospitals, and corporate retirement plan sponsors. In 2010, Mr. Olcott was cited as one of the nation's Top 1,000 Independent Advisors by Barron's for the second year in a row.(1) He also received industry-wide recognition as one of Registered Representative magazine's Top 10 Brokers(2), based on factors such as client service, assets under management and regulatory record. Registered Representative is one of the most respected national publications in the securities industry, and it names only 10 financial advisors nationwide to receive this honor each year. Since 2005, the Olcott Consulting Group has been featured in Virginia Business magazine as one of the Winner’s Circle Top 10(3) financial advisory firms in the Commonwealth, factors such as selected by author R.J. Shook to be included in his Winner's Circle book, based on client service, assets under management and ethical standards. In recognition of his consistent contributions and leadership in the association community, in 2010 Rob was named a Fellow by the American Society of Association Executives. Mr. Olcott began his career with a national non-profit organization and pioneered the development of investment vehicles which helped public school districts improve the management of their financial assets. In 1984, he entered the financial services industry and began advising fiduciaries on the management of the funds they oversee. Mr. Olcott holds the professional designation of Certified Investment Analyst from the Investment Management Consultants Association, of which he is a member. He is also a member of the Financial Planning Association, Greater Washington Society of CPA’s and the International Association of Employee Benefit Plans. He earned his bachelor's degree in business and communications from Drake University and his master's degree in communications from Rowan College. A community leader, Mr. Olcott serves on the Board of the Presbyterian Church (USA) Foundation which oversees more than $2Billion in assets. He also is Chairman of the Investment Committee for Tau Kappa Epsilon Fraternity and was the 2004 recipient of the TKE Educational Medal of Excellence, an award which recognizes his volunteer involvement to foster and further the purposes of the Foundation for the benefit of the fraternity. He is also a member of the Finance and Administration Roundtable. In addition, he volunteers his time and talents with the Gospel Rescue Mission, Habitat for Humanity and the District of Columbia Food Bank. (1)Barron’s Top-1000 Advisors: The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors’ practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms. (2)Criteria was based on: 1) Superior performance in money management, client service, business s building and philanthropic activities; and 2) Acknowledged peer recognition and respect. (3)Criteria was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking to peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records. Wells Fargo Financial Network and Olcott Consulting Group do not act as fiduciaries and do not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. 1010-2262 |
