At our firm, we have the client—and only the client—in mind.

Portfolio Consulting Team

Jeremy Olen

Jeremy Olen

Managing Partner & Chief Investment Officer

Hao Dang

Hao Dang

Vice President, Portfolio Consulting

Chris McLeod

Chris McLeod

Lead Portfolio Administrator

Alex Duran

Alex Duran

Lead Portfolio Administrator

Vlad Avdeyuk

Vlad Avdeyuk

Administrative Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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