Meet Our Team

Jeremy Olen, CFA

National Managing Director

Experience

As national managing director of Mariner Advisor Network, Jeremy is responsible for business development initiatives.

Jeremy’s career began in the technology field as an executive and risk manager, successfully selling his technology company in early 2000. With a keen 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, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.

Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC. He has also published two indices and launched two ETFs on the NYSE.

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, Jeremy 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 Mariner Independent Advisor Network, The Network’s RIA.

In 2022, Jeremy joined Mariner full-time through its acquisition of The Network.

Jeremy lives in Lake Tahoe, Nevada, with his daughter and their labradoodle. In his free time, Jeremy enjoys the outdoors.

Education

Bachelor of Arts degree in mathematics, University of Michigan
Bachelor of Arts degree in actuarial science, University of Michigan

Professional Qualifications

Series 65 – Uniform Investment Adviser Law Examination
Kolbe Certified Coach*

*The Kolbe certification signifies I have the knowledge and insight to use Kolbe Indexes and software to identify people’s natural talents and help individuals and organizations utilize those talents productively.

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