Gregg Olson, CIMA®

 

Gregg Olson is a Managing Member Partner of Resolve Capital Management. As an Investment Advisor Representative of the firm, he works with clients to develop appropriate investment strategies based on their investment goals, objectives, and risk tolerances. 

 

He has held the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute in conjunction with the Wharton School of Business of the University of Pennsylvania since 2002.

 

Olson has spent 30+ years in the financial services industry, with the past 20 years exclusively committed to providing fee-based, discretionary investment portfolio management and advisory services to individuals, high-net-worth families, and corporate retirement plans. Olson has over 20 years of experience constructing and managing Exchange-Traded Fund (ETF) portfolios.

 

Gregg is a member of the Investments & Wealth Institute and a charter member of the Society of Fiduciary Advisors. He has shared his expertise with others through lectures on investment management consulting best practices and through the Evelyn Brust Financial Research & Education Foundation, which is dedicated to educating the public by increasing awareness of financial security. 

 

 

How long have you been an advisor?

 

I have been advising clients since 1989 when I  joined Merrill Lynch as a registered representative. We formed Resolve Capital Management, as an investment advisory firm, in 2010.

 

What do you enjoy best about wealth management?

 

The greatest satisfaction earned in this business comes from successfully helping clients achieve their investment goals and objectives. Along the way, we have the opportunity to develop long-lasting relationships and friendships. Having those relationships extend across generations is one of the most rewarding aspects of what we do.

 

What is the importance of the CIMA designation?

 

The CIMA Certification means that when you work with a CIMA professional, you're gaining the expertise of someone committed to attaining competence as an advanced investment advisor. CIMA professionals offer the skills and strategies to guide you through complex financial challenges.

 

What do you love most about being part of Resolve Capital Management?

 

We established Resolve Capital Management to provide our clients with unbiased, objective investment advice. Knowing that we work in our client's best interest, free from outside pressures, is the one thing that ignites a daily passion in all of us to make our business succeed. Our business model's only path to success is through our client's success.

 

What would you be doing if you weren't in the financial industry?

 

I have a passion for food. I would probably own a restaurant if I weren't in this business. In a previous career, I owned and managed restaurants. Having done this, however, I know what it takes to be successful, and I am eternally grateful to have spent the last twenty-some years in the financial services industry.