Olive Mitchell

Olive Mitchell, CFP®

Wealth Advisor
Washington, D.C.

Joined Curi Capital

January 2024

Education

  • BS in Biology, Washington and Lee University

Accreditations

  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • Washington and Lee Alumni Association
  • Business Volunteers Maryland
  • Athletes Serving Athletes

Previous Experience

  • Cerity Partners, Principal
  • Cerity Partners, Relationship Manager
  • Cerity Partners, Client Service Associate

Bio

Olive Mitchell, CFP®, is a Wealth Advisor at Curi Capital who is passionate about helping individuals and families feel confident and supported in their financial lives. With nearly a decade of experience, she partners with clients to build thoughtful, values-aligned financial plans that integrate investment management, tax strategy, cash-flow planning, and risk management. 

Before joining Curi Capital, Olive worked in investment management for high-net-worth individuals and families, experience that strengthened her analytical approach and deepened her appreciation for the human side of wealth and decision-making. 

Olive is actively involved with Business Volunteers Maryland and enjoys spending time outdoors with her husband, daughter, and rescue dog. She brings the same curiosity, empathy, and energy she values in her personal life into the relationships she builds with clients. 

News & Insights featuring Olive Mitchell

  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.