Jeremy Olen CFA®
The Financial Services Network
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting CalBay Investments in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.