Broker Check

 

Jeremy Olen / CFA

Jeremy Olen graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. He also developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios. Jeremy began managing portfolios as a co-advisor with other advisors and practices within The Financial Services Network (THE NETWORK) 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). He is a registered representative with LPL Financial.

Jeremy lives in Northern California with his wife Alejandra, daughter Isabel, and their Labradoodle Kobe.