Robert L. Olcott, CIMA
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 2009, Mr. Olcott was cited as one of the nation’s Top 1,000 Independent Advisors by Barron’s. He also received industry-wide recognition as one of Registered Representative magazine’s Top 10 Brokers, based on his team's outstanding 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 top 10 financial advisory firms in the Commonwealth 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.
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 Management Analyst from the Investment Management Consultants Association, of which he is a member. He is also a member of the Financial Planning Association 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 as 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 a member of the Finance and Planned Giving Committees of Immanuel Presbyterian Church and 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.