Chief Executive Officer
Current- The Olympia Group LLC offers boutique investment management services as a third party asset manager for registered investment advisory firms (RIAs) and directly to clients
Oct 2023 - Present
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Jonathan Dudzinski, Cfa Email & Phone Number
Chief Executive Officer at The Olympia Group, LLC
at
The Olympia Group, LLC
1 work email found
@mersbergerfinancialgrp.com
2 phones found area 920
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer at The Olympia Group, LLC
Location
Plymouth, Wisconsin, United States
Who is Jonathan Dudzinski, Cfa? Overview
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Quick answer
Jonathan Dudzinski, Cfa is listed as Chief Executive Officer at The Olympia Group, LLC at The Olympia Group, LLC, based in Plymouth, Wisconsin, United States. AeroLeads shows a work email signal at mersbergerfinancialgrp.com, phone signal with area code 920, and a matched LinkedIn profile for Jonathan Dudzinski, Cfa.
Jonathan Dudzinski, Cfa previously worked as Chief Executive Officer at The Olympia Group, Llc and Co Founder at Bee Bella. Jonathan Dudzinski, Cfa holds Bachelor Of Business Administration, Accounting & Finance, 3.9 from University Of Wisconsin-Oshkosh.
Company email context
Email format at The Olympia Group, LLC
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*@mersbergerfinancialgrp.com
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AeroLeads found 1 current-domain work email signal for Jonathan Dudzinski, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jonathan Dudzinski, Cfa
Chief Executive Officer of The Olympia Group. Portfolio Manager with a specialization in Global Microcap Value Equities. Co-Founder of a mission-driven organic skincare Co. carried in retailers across the country. Board Member of several profit & non-profit companies. Founder of UW-Oshkosh Be The Match, which promotes bone marrow donation. Winner of the Oshkosh 4 Under 40, New North's 3 Under 30, Oshkosh Young Professional of the Year, UW Oshkosh Honors College Alumni of the Year, National Intern of the Year, and several other awards.
Listed skills include Public Speaking, Investments, Management, Research, and 28 others.
Current workplace
Jonathan Dudzinski, Cfa's current company
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8 roles
Jonathan Dudzinski, Cfa work experience
A career timeline built from the work history available for this profile.
Co Founder
CurrentLaunched a mission-driven organic skin care company with products sold across the United States.
Nov 2015 - Present
Founder & Manager
Current
Lotnix, Llc
Jun 2012 - Present
Portfolio Manager
- Successfully Managed a Highly Differentiated Investment Strategy Based Upon My Published Research "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century"- Voting Member of the Investment Committee Overseeing Over 10 Billion in Assets Under Advisement
Jul 2019 - Oct 2023
Portfolio Manager
Carl M. Hennig Inc.
- Successfully Managed a Highly Differentiated Investment Strategy Based Upon My Published Research "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century"
Jan 2015 - Jul 2019
Financial Market Researcher
- Confirmed the statistical significance of the excess returns generated through applying Ben Graham’s Net-Net Method- Determined the reasons the inefficiency continues to exist - Evaluated the feasibility of building a portfolio to exploit the anomaly- Presented the results to the Academy of Finance - Published a coauthored paper detailing the results in the Journal of Investing
Sep 2011 - Oct 2012
Tour Director, Independent Contractor
Smithsonian Student Travel
- Direct educational student tours, before enrolling in college and during breaks from school, throughout the major cities of the Northeastern United States including New York, Philadelphia, Washington DC, Colonial Williamsburg, and Civil War Battlefields- Consistently score top marks on client evaluations for my knowledge, organization, and character
Mar 2008 - Jun 2012
Buy-Side Equity Analyst Intern
- Assisted portfolio managers in equity analysis- Built multi-level discounted cash flow and LBO models- Interviewed expert network connections and various management teams- Aided the investment banking team by valuing companies comparable to potential acquisition candidates- Presented my stock recommendations to portfolio managers with total assets under management in excess of 15 billion dollars
Jun 2011 - Aug 2011
3 education records
Jonathan Dudzinski, Cfa education
Bachelor Of Business Administration, Accounting & Finance, 3.9
Education record
Leadership Oshkosh
Education record
Ripon High School
FAQ
Frequently asked questions about Jonathan Dudzinski, Cfa
Quick answers generated from the profile data available on this page.
What company does Jonathan Dudzinski, Cfa work for?
Jonathan Dudzinski, Cfa works for The Olympia Group, LLC.
What is Jonathan Dudzinski, Cfa's role at The Olympia Group, LLC?
Jonathan Dudzinski, Cfa is listed as Chief Executive Officer at The Olympia Group, LLC at The Olympia Group, LLC.
What is Jonathan Dudzinski, Cfa's email address?
AeroLeads has found 1 work email signal at @mersbergerfinancialgrp.com for Jonathan Dudzinski, Cfa at The Olympia Group, LLC.
What is Jonathan Dudzinski, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 920 for Jonathan Dudzinski, Cfa at The Olympia Group, LLC.
Where is Jonathan Dudzinski, Cfa based?
Jonathan Dudzinski, Cfa is based in Plymouth, Wisconsin, United States while working with The Olympia Group, LLC.
What companies has Jonathan Dudzinski, Cfa worked for?
Jonathan Dudzinski, Cfa has worked for The Olympia Group, Llc, Bee Bella, Lotnix, Llc, Merit Financial Advisors, and Carl M. Hennig Inc..
How can I contact Jonathan Dudzinski, Cfa?
You can use AeroLeads to view verified contact signals for Jonathan Dudzinski, Cfa at The Olympia Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Dudzinski, Cfa attend?
Jonathan Dudzinski, Cfa holds Bachelor Of Business Administration, Accounting & Finance, 3.9 from University Of Wisconsin-Oshkosh.
What skills is Jonathan Dudzinski, Cfa known for?
Jonathan Dudzinski, Cfa is listed with skills including Public Speaking, Investments, Management, Research, Financial Analysis, Finance, Customer Service, and Valuation.
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