James L. Olsen, CFA, CFP

Jim co-founded Malvern Capital Management (“MCM”) in 2018. Prior to forming MCM, he served as the Chief Investment Officer at OneSource Retirement Advisers from 2016 to 2018, a suburban Philadelphia-based investment adviser. Jim was responsible for the firm’s overall investment process and advising ultra-high net-worth and emerging-affluent clients on a range of retirement issues, including the construction of portfolios to support lifetime income. Jim’s experience includes designing portfolios for clients approaching retirement with the goal of providing steady income, safety and measured growth.