Jeremy Olen, CFA®
Managing Partner, Chief Investment Officer
The Financial Services Network Portfolio Consulting Services
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 Strategic Wealth Advisors Group (SWAG), he assists the Network’s advisors to help them leverage investment tools, products, and technology to support their practices. His primary focus is trading, rebalancing, and establishing portfolio strategies for advisors. His goal is to help advisors sift through many possibilities to build strong portfolio options for clients.
Jeremy has an extensive background in portfolio management. During his time with Dynamic Capital Management, he developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios. For more than a decade, he has been managing portfolios with other advisors and practices within The Financial Services Network. He holds a bachelor’s degree in mathematics and actuarial science from the University of Michigan and holds the prestigious Chartered Financial Analyst® designation.