Jeremy Olen is an accomplished investment manager and financial services executive with over two decades of experience in the industry. He started his career as an executive and risk manager in the technology sector, where he founded and sold his own technology company. Since then, he has focused on investment management, earning the prestigious Chartered Financial Analyst (CFA) designation in 2006.

Jeremy developed the Quantitative Allocation Methodology™ and manages several billion dollars in brokerage and advisory assets. He has also published several broad indexes used on Wall Street and global stock exchanges. In 2014, he merged his firm, Dynamic Capital Management, into The Financial Services Network's hybrid RIA, Strategic Wealth Advisors Group (SWAG).

As SWAG's Managing Partner and Chief Investment Officer, Jeremy oversees client portfolio management, investment research, and advisor support. He is a skilled leader and specializes in asset management, cash flow management, and financial services platform architecture and P&L management. He studied Mathematics and Actuarial Science at the University of Michigan.