Olivia (Cogan) Newell, CFA in

Olivia (Cogan) Newell, CFA

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Managing Director at Partners Capital
📍 Dallas, Texas, United States

Olivia Newell serves as the Managing Director and Head of Texas at Partners Capital, where she spearheads the firms expansion in the Dallas market. A graduate of the University of Notre Dames Mendoza College of Business, her prior experience includes a role in fixed income strategy at Goldman Sachs.

She is a featured speaker at prominent financial conferences, discussing topics like CIO outlooks at events such as Bloomberg Lives Invest Dallas.

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Experience
12 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Dallas, Texas, United States
Personality Overview

How Olivia shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Olivia cares about

Texas Market Expansion
As Head of Texas, she is actively leading the growth of the firm's Dallas office and has been featured in the Dallas Business Journal discussing this initiative.
Institutional Investing
Her role at Partners Capital and speaking engagements at institutional investor conferences like ALTSTX highlight her expertise in this area.
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Career

Work history

1-2026
Managing Director
Partners Capital
1-2024 - 1-2026
Senior Principal
Partners Capital
1-2021 - 1-2024
Investment Principal
Partners Capital
5-2019 - 1-2021
Senior Investment Associate
Partners Capital
1-2019 - 4-2019
Associate
Goldman Sachs
In the press

Media appearances

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Education
2011 - 2015
Bachelor of Business Administration (B.B.A.)
University of Notre Dame - Mendoza College of Business
2007 - 2011
Diploma
Sacred Heart Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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