Investment Committee

Often wealth management firms rely on a single investment officer to oversee and recommend investments for their clients. With our commitment to bring you the most up-to-date strategies and market insight, one set of eyes just isn’t enough. As our business evolves, we review our decisions collaboratively with a team of investment professionals. Combined they form our Investment Committee, providing a range of experience and perspectives, rather than a unilateral approach. As an advisor, we are supported by this collective in our process of evaluating options, seeking innovative approaches and products that support our client’s objectives.

Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer
The Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Pantheon Wealth Planning in how to best leverage investment tools,...
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Hao Dang, AIF®
Vice President, Portfolio Consulting
The Financial Services Network

In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for Pantheon Wealth Planning, which includes trade execution, due diligence, research,...

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