Kathmere Capital Management
Nicholas J.D. Olesen, CFP®, CPWA® serves as Principal at Kathmere Capital Management, where leadership of the Private Wealth department and participation on the investment committee are key responsibilities. Prior experience includes working as a Partner and Private Wealth Manager at Olesen Wealth Management / The Philadelphia Group and as a Financial Advisor and Chartered Retirement Planning Counselor at Ameriprise Financial Services, Inc. Early in the career, Nicholas held a position as a Junior Associate at Corporate Financial Advisors. Educational credentials include a Bachelor of Science in Economics from James Madison University, a Certified Private Wealth Advisor® certification from The University of Chicago Booth School of Business, and completion of the Certified Financial Planner Certification Program at the College for Financial Planning.
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Kathmere Capital Management
We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work with, you’d rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That’s where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.