James Olsen Email & Phone Number
President and Chief Investment Officer, Co-founder
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James Olsen Location
- Phoenixville, PA, US
James Olsen Work
- 2018 -now President and Chief Investment Officer, Co-founder @ Malvern Capital Management, LLC
- 2016 -2018 Chief Investment Officer @ OneSource Retirement Advisors
- 2011 -2016 Chief Market Strategist @
- 2010 -2010 Director of Research, Portfolio Manager @
- 2006 -2010 Director of Research, Portfolio Manager @ Millennium Wealth Management
- 2005 -2006 Director @ Smart Financial Advisors
- 1989 -2005 Financial Consultant @ Radnor Financial Advisors
James Olsen Education
- Temple University
MBA (Finance)
1986-1988 - Macalester College
BA (English)
1978-1982
James Olsen Skills
- Investments
- Capital Markets
- Asset Allocation
- Due Diligence
- Strategy
- Asset Managment
- Portfolio Management
- Alternative Investments
- Investment Management
- Wealth Management
- Finance
- Banking
- Mutual Funds
- Asset Management
James Olsen Summary
- James Olsen, based in Phoenixville, PA, US, is currently a President and Chief Investment Officer, Co-founder at Malvern Capital Management, LLC. James Olsen brings experience from previous roles at OneSource Retirement Advisors, First Niagara Private Client Services and Millennium Wealth Management. James Olsen holds a 1986 - 1988 MBA in Finance @ Temple University. With a robust skill set that includes Investments, Capital Markets, Asset Allocation, Due Diligence, Strategy and more. James Olsen has 1 emails and 2 mobile phone numbers on RocketReach.
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