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Jeremy Olen, CFA®The Financial Services Network

Jeremy Olen, CFA®

The Financial Services Network

Managing Partner, Chief Investment Officer

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 Drishti Wealth Management 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. 


  • Bachelor of Arts, Mathematics, University of Michigan
  • Bachelor of Arts, Actuarial Science, University of Michigan

Professional Qualifications

  • Securities registrations Series 7 and 63 held through LPL Financial. Series 65 held through Strategic Wealth Advisors Group.