Private Wealth Manager & Certified Financial Planner
Nicholas J.D. Olesen is the Director of Private Wealth at Kathmere Capital Management and sits on the firm’s investment committee. He began his career in private wealth management in Charlotte, North Carolina before moving to the Philadelphia area in 2007.
Nick’s financial opinion has been solicited by ABC News, allBusiness, Bankrate.com, Business Insider, Consumers Digest, CNBC, Financial Times, Philadelphia Business Journal, SmartMoney, Thompson Reuters, USA Today, and The Wall Street Journal for their publications.
Nick and his team provide comprehensive financial planning and wealth management services to families, individuals, and high net worth families, but also specializes in small business owners and pharmaceutical executives. He has earned the prestigious CERTIFIED FINANCIAL PLANNER™, CFP©, certification. These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework, and have passed the CFP©; Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Nick graduated from James Madison University with a Bachelor of Science in Economic.
When Nick is away from the office, he enjoys spending time playing tennis and golf at Manufacturers’, skiing in Stowe, VT, and training for triathlons. Nick, his wife, Beth Ann, and two daughters reside in North Wales, Pennsylvania with their rescue dog, Perry.
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- 610-520-1500 x105