Jeremy Olen, CFA
Chief Investment Officer, Strategic Wealth Advisors Group
Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of his technology company in early 2000.With a keen interest in investing and a personal track record of success, he entered the field of investment management by joining JBT Financial LLC, a Michigan based Hybrid RIA.
During this period, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios. He then expanded his role and began managing portfolios as a co-advisor with other advisors and practices within THE Financial Services NETWORK (THE NETWORK). As a result of this expansion, Jeremy relocated to California, and in 2004, he formed Dynamic Capital Management, (DCM) with a focus on providing financial advisors and advisory firms with portfolio management services and support through a multi-custodial Hybrid RIA. With a total commitment to excellence in portfolio management, in 2006 Jeremy earned the Chartered Financial Analyst®, (CFA®) designation.
In 2014, Jeremy met with the Executive Team at THE NETWORK and formally merged DCM into THE NETWORK’s Hybrid RIA – Strategic Wealth Advisors Group (SWAG). This exciting merger allows Jeremy and his team to integrate into and leverage the resources of THE NETWORK, providing him the ability to focus on his passions within the industry – portfolio management, investment research, and serving advisors. Jeremy lives in Northern California with his wife Alejandra, daughter Isabel, and their Labradoodle, Kobe.