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Olivia Ferris

  • Director of Strategy & Operations
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Olivia Ferris joined Capstone in 2012 and currently serves as Director of Strategy & Operations on the firm’s executive team. In this role, Olivia is responsible for overall firm strategy, corporate development, partnerships, strategic initiatives and investments. She is central to communicating, executing, and sustaining Capstone’s priorities and translating them into a comprehensive strategic plan.

Prior to her position as Director of Strategy & Operations, she served as Executive Director and Vice President of Investment Banking Operations of Capstone Headwaters overseeing all banking activities for the firm. She continues to perform these duties in her new role, which includes being responsible for resource allocation, workflow management, and technology investments. In addition, she serves on the Board of Directors of IMAP, an international consortium of middle market investment banks.

Prior to the acquisition by Capstone, Olivia was a Vice President at Headwaters MB where she was responsible for all aspects of deal execution ranging from due diligence and materials preparation through organizing bids and management presentations to facilitating buyer discussions.


University of Denver, Daniels College of Business - BSBA - Finance

Registrations & Affiliations

FINRA - Series 79 Registered Investment Banking Representative