James l. olsen, cfa,cFp®
President and chief investment officer
Email: [email protected]
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.
From 2006 to 2016, Jim served as First Vice President and Chief Market Strategist for First Niagara (formerly Harleysville National Bank and currently Key Bank), Wealth Management division where he was responsible for the economic and portfolio advice provided to its ultra-high-net-worth and wealth management clients
Jim has over 30 years of investment experience serving in various investment positions since 1986 including a senior financial consultant for 16 years at a suburban Philadelphia investment adviser where he also was a member of its investment committee.
Jim earned his B.A. from Macalester College and MBA from Temple University. He is a Chartered Financial Analyst charter holder (CFA) and a Certified Financial Planner professional (CFP®).
Jim lives in Kimberton, PA with his wife, Teresa, and son, Luke. He is a prolific reader of many different subjects. He enjoys hiking and walking as well as going to the gym. He also enjoys watching football and baseball and is a huge Minnesota Twins fan.
Michael P. Czajka
Chief Executive Officer
Email: [email protected]
Michael is a passionate entrepreneur and a 35-year veteran of the financial services industry specializing in institutional and wealth management business development including successful business expansion, distribution, and executive management skills. In addition to co-founding Malvern Capital Management in 2018, Michael was a former CEO of an SEC registered investment adviser where he played a significant role over twelve years improving, building, and growing the small adviser business into a half-billion dollar enterprise prior to his departure.
Michael has always worked in positions of increasing responsibility for several of the investment industry’s largest firms, such as Charles Schwab Institutional; focusing on services to financial advisers, pension consultants, banks, family offices, and retirement plan providers. Michael consistently ranked among the most successful sales executives for one of Wall Street’s most renowned investment managers, as Vice President of Institutional Marketing for Fred Alger Management. Michael has entrepreneurial experience and has enjoyed the challenge of managing a successful startup through the development, operation, and ultimate sale of a business in the Philadelphia area.
Michael is an active member of both the Phoenixville and Chester County Chamber of Business & Development and a member of the Small Business Alliance where entrepreneurs of various industries share ideas and best practices on building their businesses.
Michael resides in Kimberton, PA with his wife Karen, and sons Michael and Benjamin. In his spare time and as a hobby, he and his wife are professional BBQ’ers and compete against some of the best barbecue teams in the mid-Atlantic.
