At Windsor Financial Group, Inc., we utilize resources from The Financial Services Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
Jeremy Olen, CFA®Managing Partner & Chief Investment OfficerThe Financial Services NetworkAs an owner and Managing Partner of The Financial Services Network and Chief Investment Officerfor the Portfolio Consulting Team, Jeremy is responsible for supporting Windsor Financial Group, Inc. in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experienceincludes 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 QuantitativeAllocation Methodology™ for the design and management of investment portfolios.Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family andhitting the slopes.
Hao Dang, AIF®Vice President, Portfolio ConsultingThe Financial Services NetworkIn his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offerstrade and investment support for Windsor Financial Group, Inc., 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 operationsat Wells Fargo and the Pacific Gas and Electric Company.Hao lives in Northern California with his family. In his spare time, he can be found golfing, playingsoftball, reading, or watching baseball.