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Samuel O
Series 63, Series 65
Mill Valley, CA
Olesky Capital Management, LLC
Samuel Olesky is the principal advisor at Olesky Capital Management, LLC, an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he has been a faculty member at the University of California, Berkeley since 2003. Olesky Capital Management provides discretionary investment management focused on global strategic asset allocation for high-net-worth individuals, retirement plans, trusts, and investment partnerships. The firm employs a long-term, low-volatility approach using primarily ETFs and maintains a small client base with customized portfolio management and regular performance reviews.
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