Nicholas J.D. Olesen, CFP®, CPWA®

Professional

Nicholas is a cofounder and Principal at Kathmere Capital Management, where he leads the firm’s Private Wealth department and serves on its Investment Committee. With 20 years of experience, Nicholas specializes in guiding successful executives, professionals, and entrepreneurs in aligning their wealth with their most important goals.

He is a trusted advisor to clients across the country, including executives at Fortune 100 companies, offering sophisticated, highly customized financial strategies that reflect each client’s unique circumstances. Known for his discretion, clarity, and steady leadership, Nicholas is often described as both a confidant and a strategic partner in his clients’ lives.

Nicholas’s financial insights have been featured in prominent outlets including The Wall Street Journal, CNBC, Financial Times, USA Today, SmartMoney, Thomson Reuters, and Philadelphia Business Journal. His perspective is frequently sought out for commentary on investment strategy, executive compensation, tax-efficient planning, and multigenerational wealth management.

Nicholas holds a Bachelor of Science in Economics from James Madison University and maintains both the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He earned the CPWA® after completing an intensive executive education program at The University of Chicago Booth School of Business, designed for elite advisors serving high-net-worth individuals and families.

Personal

Nick and his energetic children can be found on new hiking trails and adventures, playing countless sports, in Stone Harbor, rooting for the Phillies and Packers, or making homemade pizzas. As Steve Jobs said, “your time is limited, so don’t waste it living someone else’s life.”