Jeremy Louis Olen

Mr. Jeremy L.
Olen, CFA, is a National Managing Director at Mariner Independent Advisor Network LLC.
He is responsible for Business Development initiatives, as well as providing leadership support to The Network’s Portfolio Consulting Team.
Mr. Olen began in the technology field as an executive and risk manager, successfully selling his technology company in early 2000.
With interest in investing and a personal track record of success, he entered the world of investment management by joining JBT Financial LLC, a Michigan-based hybrid RIA.
During this period, he developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Mr. Olen prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC.
He then expanded his role by managing portfolios as a co-advisor with other advisors and practices within The Network.
As a result of this expansion, Mr. Olen relocated to California.
In 2004, he formed Dynamic Capital Management (DCM) with a focus on providing financial advisors and advisory firms with portfolio management services and support through a multi-custodial Hybrid RIA.
In 2014, Jeremy formally merged DCM into SWAG, The Network’s hybrid RIA.
He received his undergraduate degree from the University of Michigan.