Nicholas J.D. Olesen, CFP®, CPWA®

Nicholas J.D. Olesen, CFP®, CPWA®

Principal

nolesen@kathmere.com

Professional

Nicholas is a Principal at Kathmere Capital Management. Nicholas has devoted 15+ years to helping successful executives, professionals, and entrepreneurs properly align their financial resources to their personal aspirations.

 

In his role, Nicholas chairs the Private Wealth department and sits on the firm’s Investment Committee. He currently advises executives at many of the Fortune 100 companies regarding their unique and sophisticated wealth management needs and has become a trusted friend, confidant, and advisor to them. Nicholas’s financial opinion has been solicited by various publications, including CNBC, Financial Times, Philadelphia Business Journal, SmartMoney, Thompson Reuters, USA Today, The Wall Street Journal, and others. Before cofounding Kathmere, Nicholas advised many of the same clients he serves today through another wealth management firm where he met his cofounders and found they had a similar vision to create a better way to serve clients.

 

Nicholas graduated with a Bachelor of Science in Economics from James Madison University. Nicholas has earned both the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) certifications. He earned the CPWA® after completing an intense executive educational program and passing a rigorous examination at The University of Chicago Booth School of Business.

 

Personal

Nicholas and his wife, Beth Ann, live in Ambler with their three young, energetic children, Madison, Charlotte, and Noah. When Nicholas is not advising clients, he is usually spending time with his family finding new hiking trails, swimming, and golfing at Manufacturers’, rooting for the Packers, or making homemade pizzas. Nicholas was fortunate to grow up all over the world and his love of travel and discovering new cultures influences their family’s time and travels, especially as his children get older and can appreciate the trips.



Stay In The Know

Name