Jennifer Olson

About Jennifer Olson, CFA, CIPM, CFP®, AIF®

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So far Jennifer Olson, CFA, CIPM, CFP®, AIF® has created 30 blog entries.

Apriem Female Leaders nominated as Top Women In Business in Orange County

Rhonda Ducote, AIF® President/Principal Rhonda has climbed the ranks in the financial industry over a 25-year period from a client service representative to Apriem’s President. Her leadership has propelled the firm to over $750 million in assets under management and opened two new offices in San Diego and Los Angeles Counties.

Apriem Movers & Shakers

PROMOTION & EDUCATION: Benjamin Lau, CFA, Chief Investment Officer/Principal Ben completed the elite Charles Schwab Executive Leadership Program. This exclusive one-year program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience. This is a testament to his

Apriem Hosts UCI students during the 2020 Economic Update

On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth

2019-10-30T23:53:58+00:00November 18th, 2019|Apriem Cares, Newsroom|

Apriem Recognized as an Outstanding Small Business

FOR IMMEDIATE RELEASE— IRVINE, California – November 12, 2019– the Association of Fundraising Professionals has recognized Apriem Advisors as a 2019 Outstanding Small Business Honoree. National Philanthropy Day (NPD) acknowledges the entire spectrum of services provided by the nonprofit community and recognizes the profound impact that philanthropy has on the fabric of society.

2020-01-15T00:22:26+00:00November 12th, 2019|Press Releases|

U.S. Stock Optimism and Valuation Trade

  Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy continues to drive a growing divergence in financial markets. Despite expectations that cheaper parts of the market will narrow the yearslong gap, investors remain willing to pay a premium for domestic assets. The trend shows how steady consumer spending

2019-11-04T21:17:39+00:00November 4th, 2019|Apriem In The News|

Apriem Attends PIMCO Wealth Management Forum 2019

Apriem Portfolio Administrator, Matt Kawashima, recently attended the annual PIMCO wealth management forum where he heard from legendary bond managers like Dan Ivascyn and Mark Kiesel. The forum included dialogue about Dan Ivascyn’s (Group CIO) secular view on income investing in today’s environment, an emphasis on investing in high quality bonds with Mark Kiesel

2019-10-28T21:29:22+00:00October 28th, 2019|Market Update|
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