Jim Olsen

Fondateur chez Malvern Capital Management LLC (Pennsylvania)

Profil

Mr. James L.
Olsen, CFA MBA, is a President & Chief Investment Officer at Malvern Capital Management LLC (Pennsylvania).
He has over 30 years of investment experience serving in various investment positions since 1986 including a senior financial consultant for 16 years at a suburban Philadelphia investment adviser where he also was a member of its investment committee.
Prior to forming MCM, he served as the Chief Investment Officer at OneSource Retirement Advisers from 2016 to 2018, a suburban Philadelphia-based investment adviser.
He was responsible for the firm’s overall investment process and advising ultra-high net-worth and emerging-affluent clients on a range of retirement issues, including the construction of portfolios to support lifetime income.
His experience includes designing portfolios for clients approaching retirement with the goal of providing steady income, safety and measured growth.
From 2006 to 2016, he served as First Vice President and Chief Market Strategist for First Niagara (formerly Harleysville National Bank and currently Key Bank), Wealth Management division where he was responsible for the economic and portfolio advice provided to its ultra-high net-worth and wealth management clients.
He earned his B.A.
from Macalester College and MBA from Temple University.
He is a Chartered Financial Analyst charter holder and a Certified Financial Planner professional .

Postes actifs de Jim Olsen

Sociétés	Poste	Début
Malvern Capital Management LLC (Pennsylvania)	Fondateur	02/01/2018

Formation de Jim Olsen

Macalester College	Undergraduate Degree
Temple University (Pennsylvania)	Masters Business Admin