Kimberly Olsan

Kimberly Olsan is the Senior Fixed Income Portfolio Manager at NewSquare Capital LLC, based in Philadelphia, PA. In this role, she serves as the firm's municipal fixed income expert, overseeing portfolio management and strategy specifically within the municipal bond market, and focuses on expanding NewSquare’s footprint in this asset class. Her responsibilities include direct engagement with advisors and investors, portfolio construction, risk management, and publishing thought leadership on municipal bond trends.

Olsan brings nearly four decades of deep experience in fixed income investing, with an extensive background in municipal bonds. Prior to joining NewSquare Capital in 2024, she was Senior Vice President, Municipal Trading at FHN Financial, and previously led fixed income desks at Vanguard and Spear, Leeds & Kellogg. She started her career in 1986 at Drexel Burnham Lambert and is credited with founding fixed income brokerage operations within multiple prominent firms.

She holds a Bachelor of Arts in Government with a minor in Sociology from Franklin and Marshall College. Olsan is widely recognized as an expert in municipal bonds and fixed income strategy, known for her collaborative approach, risk management acumen, and regular publication of municipal market commentary.