Nicholas Olesen

Nicholas Olesen is a principal at Kathmere Capital Management, LLC, based in King of Prussia, PA, where he serves as a senior advisor to entrepreneurs, executives, and high-net-worth families. He specializes in holistic wealth management, focusing on strategies for minimizing taxes, preserving and growing assets, and effective wealth transfer for clients with complex financial needs.

Olesen’s expertise covers private wealth management, estate and tax planning, and investment advisory services tailored to high-net-worth individuals, particularly those with assets exceeding $5 million. He leverages his advanced credentials—including the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification—to advise clients on sophisticated investment strategies across equity, fixed income, and alternative asset classes.

Before assuming his leadership role at Kathmere Capital Management, Olesen built extensive experience working directly with wealthy families and business owners, consistently achieving high standards in fiduciary advice and client outcomes. His educational background and advanced professional certifications underpin his ability to address the unique challenges faced by affluent clients, and he has been recognized for integrating multidisciplinary strategies into comprehensive wealth advisory services.