Often wealth management firms rely on a single investment officer to oversee and recommend investments for their clients. With our commitment to bring you the most up-to-date strategies and market insight, one set of eyes just isn’t enough.
As our business evolved, we review our decisions collaboratively with a team of investment professionals. Combined they form our Investment Committee, providing a range of experience and perspectives, rather than a unilateral approach.
As a collective we are dedicated to searching the horizon, seeking innovative approaches and products that support our philosophy.
Acting as our committee chair, Jeremy Olen is responsible for supporting us in how to best leverage investment tools, strategy, and technology to support the practice. As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Hao Dang offers trade and investment support for Burns, Toussaint & Associates, which includes trade execution, due diligence, research, portfolio analytics and administration, as well as market updates.
Prior to joining The Network, Hao served as a financial advisor for both Edward Jones and Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and business operations at Wells Fargo and the Pacific Gas and Electric Company.
Rounding out the committee are: Chris McLeod, Lead Portfolio Administrator; Alex Duran, Lead Portfolio Administrator; Vlad Avdeyuk, Shambhavi Gupta, Jacob Whitaker & Walter Yarmolyuk, Research Coordinators; Belinda Lindemann, Registered Administrative Associate