Our Investment Committee is comprised of three individuals who each bring specialized knowledge and experience to the planning table. After all, you deserve an elite team of financial professionals you can trust who can explain every detail of the process of your financial journey. Together, we work with you to create comprehensive, customized portfolios that reflect Pantheon’s investment philosophy to help you continually build and protect your hard-earned wealth.
Pantheon Wealth Planning uses The Financial Services Network to work with on portfolio consulting. As part of our Investment Committee and members of The Financial Services Network, Jeremy Olen and Jeff Schnoebelen work closely with Pantheon’s owner, Sheri Pan, to provide critical knowledge in:
- Thought leadership on portfolio construction and investment selection
- Portfolio implementation, rebalancing, analytics, and reporting
- Trade execution and tax harvesting
- Custom stock portfolios and mutual fund/ETF models
- Relationship management of high-net-worth clients including overly concentrated stock position, comprehensive stock option and hedging strategies
Jeremy Olen has more than two decades of experience in financial services. He is an owner and managing partner of The Financial Services Network and leads their Portfolio Consulting Services Team. Also, as Chief Investment Officer of...
Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors,...