Jeremy Louis Olen
Chief Investment Officer bei Mariner Independent Advisor Network LLC
Profil
Mr. Jeremy L.
Olen, CFA, is a National Managing Director at Mariner Independent Advisor Network LLC.
He is responsible for Business Development initiatives, as well as providing leadership support to The Network’s Portfolio Consulting Team.
Mr. Olen began in the technology field as an executive and risk manager, successfully selling his technology company in early 2000.
With interest in investing and a personal track record of success, he entered the world of investment management by joining JBT Financial LLC, a Michigan-based hybrid RIA.
During this period, he developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Mr. Olen prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC.
He then expanded his role by managing portfolios as a co-advisor with other advisors and practices within The Network.
As a result of this expansion, Mr. Olen relocated to California.
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.
In 2014, Jeremy formally merged DCM into SWAG, The Network’s hybrid RIA.
He received his undergraduate degree from the University of Michigan.
Aktive Positionen von Jeremy Louis Olen
Unternehmen | Position | Beginn |
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Mariner Independent Advisor Network LLC
Mariner Independent Advisor Network LLC Investment ManagersFinance Mariner Independent Advisor Network LLC (MIAN) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was originally founded by James Herrington in 2006 as Strategic Wealth Advisors Group, Inc. (SWAG, Inc.). In 2016, they underwent a corporate reorganization in which Mr. Herrington sold his 100% ownership interest in SWAG, Inc. to Honor Bound Partners LLC, which is ultimately owned by Mariner Wealth Advisors LLC. SWAG was converted to a limited liability company (Strategic Wealth Advisors Group LLC) in 2016 and changed their name to Mariner Independent Advisor Network LLC in 2023. MIAN provides personal advisory services to individual and institutional clients. | Chief Investment Officer | 01.09.2006 |
Ehemalige bekannte Positionen von Jeremy Louis Olen
Unternehmen | Position | Ende |
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DYNAMIC Capital Management LLC
DYNAMIC Capital Management LLC Investment ManagersFinance Dynamic Capital Management LLC provides investment advice. The firm provides services to pooled investment vehicles. It invests in the public equity markets of the United States. The company was founded in 1999 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Jeremy Louis Olen
University of Michigan | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 2 |
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DYNAMIC Capital Management LLC
DYNAMIC Capital Management LLC Investment ManagersFinance Dynamic Capital Management LLC provides investment advice. The firm provides services to pooled investment vehicles. It invests in the public equity markets of the United States. The company was founded in 1999 and is headquartered in New York, NY. | Finance |
Mariner Independent Advisor Network LLC
Mariner Independent Advisor Network LLC Investment ManagersFinance Mariner Independent Advisor Network LLC (MIAN) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was originally founded by James Herrington in 2006 as Strategic Wealth Advisors Group, Inc. (SWAG, Inc.). In 2016, they underwent a corporate reorganization in which Mr. Herrington sold his 100% ownership interest in SWAG, Inc. to Honor Bound Partners LLC, which is ultimately owned by Mariner Wealth Advisors LLC. SWAG was converted to a limited liability company (Strategic Wealth Advisors Group LLC) in 2016 and changed their name to Mariner Independent Advisor Network LLC in 2023. MIAN provides personal advisory services to individual and institutional clients. | Finance |