Jim Olsen
Oprichter bij Malvern Capital Management LLC (Pennsylvania)
Profiel
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 .
Actieve functies van Jim Olsen
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Malvern Capital Management LLC (Pennsylvania)
Malvern Capital Management LLC (Pennsylvania) Investment ManagersFinance Malvern Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was co-founded by James “Jim” Olsen and Michael Czajka in 2018. MCM offers unbiased customized investment services to a varied group of clients such as individuals, families, business owners, women in transition, and other investment advisers. | Oprichter | 02-01-2018 |
Opleiding van Jim Olsen
Macalester College | Undergraduate Degree |
Temple University (Pennsylvania) | Masters Business Admin |
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Malvern Capital Management LLC (Pennsylvania)
Malvern Capital Management LLC (Pennsylvania) Investment ManagersFinance Malvern Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was co-founded by James “Jim” Olsen and Michael Czajka in 2018. MCM offers unbiased customized investment services to a varied group of clients such as individuals, families, business owners, women in transition, and other investment advisers. | Finance |