Associates

 

  • Jeremy Olen, CFA®

    Managing Partner & Chief Investment Officer

  • Vlad Avdeyuk

    Research Assistant, The Financial Services Network

  • Hao Dang

    Vice President, Portfolio Consulting, Transitions & Integrations

  • Alex Duran

    Portfolio Administrator, The Financial Services Network

  • Shambhavi Gupta

    Research Coordinator, The Financial Services Network

  • Belinda Lindemann

    Registered Administrative Associate, The Financial Services Network

  • Chris McLeod

    Portfolio Administrator, The Financial Services Network

  • Zachary Catterlin

    Research Coordinator

  • Jacob Whitaker

    Research Coordinator, The Financial Services Network

  • Walter Yarmolyuk

    Research Coordinator