CBI's Portfolio Consulting Team
Christopher F. Mercado, MBA, AIF, CFP®, CIMA®
Christopher is an owner and Managing Partner of The Financial Services Network. Beginning his career in 1996, Christopher has held various positions in investment sales, equity trading, business consulting and business development.
Christopher is a native Northern Californian and resides with his loving family in Danville, California.
Jeremy Olen, CFA
Jeremy is an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG). Jeremy’s career began in the field of technology as an executive and risk manager.
Jeremy lives in Northern California with his daughter and Labradoodle Kobe. In his free time, Jeremy enjoys playing hockey, hiking and being outdoors.
Vice President, Portfolio Consulting Services
Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors, which includes trading due diligence, research, portfolio analytics and market updates. Hao is a 2019 Level II CFA candidate.