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Olivia R. Wethington

Associate Investment Operations at Avalon Advisors LLC
Overview
Relationships
Paths
Career History

Olivia R. Wethington

Associate Investment Operations at Avalon Advisors LLC

Overview

Number of Relationships
This person is connected to 68 people.

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Senior Associate Senior Portfolio Analyst at Avalon Advisors LLC

Senior Associate Investment Operations at Avalon Advisors LLC

Investor Relations Associate at Avalon Advisors LLC

Co-Founder at Platform Partners LLC

Executive Assistant at Avalon Advisors LLC

Associate Client Advisor at Avalon Advisors LLC

Associate Client Advisory Analyst at Avalon Advisors LLC

Associate Fixed Income Analyst US Fixed Income Trader at Avalon Advisors LLC

Associate US Equity Trader at Avalon Advisors LLC

Associate Compliance at Avalon Advisors LLC
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Career History

Associate Investment Operations
Current
Avalon Advisors employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and (where possible) aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. Avalon may suggest that clients invest in private funds some of which are managed by Avalon. They may also utilize hedging, options or derivatives and leverage to achieve investment objectives and may, for temporary defensive purposes, hold a significant portion of an account's assets in cash or cash equivalents should circumstances warrant.

Other Affiliations

Olivia R. Wethington is affiliated with Avalon Advisors LLC.

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