The Financial Services Network’s Portfolio Consulting Team

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

The Financial Services Network

Jeremy is a graduate of the University of Michigan.  He is a Chartered Financial Analyst® with over 20 years of portfolio management experience.  Jeremy was previously a senior partner of Dynamic Capital Management, which went on to become Portfolio Consulting Services.  He is a member of the Unified Wealth Advisors portfolio management team.  Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC.  He has published two indices and launched two ETFs.

Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.


Hao Dang

Vice President, Portfolio Consulting

The Financial Services Network

Prior to providing service to Unified Wealth Advisors, 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 operations at Wells Fargo and the Pacific Gas and Electric Company.  In his role as Vice President of The Financial Services Network's Portfolio Consulting team, Hao offers trade and investment support for Unified Wealth Advisors, which includes trade execution, due diligence, research, portfolio analytics and administration, as well as market updates.

Hao lives in Northern California with his family.  In his spare time, he can be found golfing, playing softball, reading, or watching baseball.