Andrew Thomas Schmuhl, JD joins Olson Wealth Group as Chief Operating Officer
Olson Wealth Group, a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, announces business expansion and an investment in growth and operational excellence with the addition of Andrew Thomas Schmuhl, JD as Chief Operating Officer.
MINNEAPOLIS, May 4, 2022 /PRNewswire-PRWeb/ -- Olson Wealth Group, a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, announces business expansion and an investment in growth and operational excellence with the addition of Andrew Thomas Schmuhl, JD as Chief Operating Officer.
Andrew brings extensive international and domestic business and legal experience to the role of Chief Operating Officer of Olson Wealth Group where he focuses on delivering value for the company and its clients by building strong, scalable, client-centric business operations and framing and operationalizing long-term company growth strategy and vision.
"What stands out about Olson Wealth Group is its client first culture and mindset. Clients prosper and companies grow in an environment where you start every day with your clients' best interests as the prism through which you view and center decisions. Joining the Olson team was a natural choice," remarks Andrew.
Prior to joining Olson Wealth Group, Andrew served as Vice President for a Fortune 500 financial services company where he was responsible for leading the pre- and post- close transition and integration work related to the company's asset acquisition by one of its operating subsidiaries of a multi-billion-dollar AUM fee-based advisory firm. Andrew also served as a member of the Board of Directors and as Chief Operating Officer of the newly combined business where he chaired the Risk Management Subcommittee of the Board, as well as managed teams responsible for investment operations, trust operations, technology, finance, marketing, branding, communications, and strategic initiatives.
"Olson Wealth Group's values-based, multi-generational approach to preserving and growing wealth through its Inspired Life Family Office™, along with the firm's Business Succession Planning practice focused on women business owners and their unique needs in the marketplace, aligns with my business and legal experiences and resonates with my passion for serving advisors and clients," states Andrew.
"As a multi-family office dedicated to the provision of wise counsel to help our clients achieve their goals, we are pleased to welcome the strategic expertise of Andrew as we continue to deliver sophisticated solutions for our clients," explains Sharon Olson, President of Olson Wealth Group.
Previously, Andrew served as a member of the Board of Directors and as Chief Operating Officer of an asset management firm where he was responsible for day-to-day management and operations of an exchange-traded fund (ETF) sponsor with four NASDAQ listed ETFs.
Earlier in his career, Andrew spent nearly a decade as General Counsel and a partner with a consulting firm where he engaged in institutional capacity building, financial services, wealth management, and public policy related projects with international clients, including, central banks, sovereign wealth funds, pension systems, and commercial entities, as well as domestic clients, including, banks, trust companies, registered investment advisers, and broker-dealers. Andrew also previously served as Associate General Counsel for a turnkey asset management firm, where he delivered legal and regulatory advice focused on investment management, advisory, and brokerage issues.
A graduate of the University of Pennsylvania (BA) and the Villanova University School of Law (JD), Andrew is a member of the PA Bar and a published author on electronic signature and authentication.
About Olson Wealth Group
For over 30 years, we have provided a holistic and sophisticated approach to the complexities in the areas of investment, retirement, risk management and estate planning. Bound by a fiduciary standard when providing investment advisory services, clients get research-based advice aimed at providing fee- and tax- efficiency and diversified portfolios over multiple complementary asset classes.
Our promise to our clients is that we serve as advocates, aligning their vision with their values and life plan. With wise counsel and clear strategies, our goal is to lead with governance to build and preserve wealth. We deploy creativity, an innovative approach and objective advice to create our client's legacy, built to last.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Registered states include AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, ME, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, RI, SD, TX, VA, WA, WI.
Media Contact
Nicole Scanlon, Olson Wealth Group, +1 6128050144, [email protected]
SOURCE Olson Wealth Group
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