Jonathan Dudzinski, CFA in

Jonathan Dudzinski, CFA

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Chief Executive Officer at The Olympia Group, LLC
📍 Plymouth, Wisconsin, United States

Jonathan Dudzinski is the Chief Executive Officer of The Olympia Group, a boutique investment management firm. A Chartered Financial Analyst (CFA) and graduate of the University of Wisconsin–Oshkosh, his expertise in value investing is underpinned by his published research on Benjamin Grahams investment techniques, which appeared in the Journal of Investing.

Outside of finance, he is an active community leader and entrepreneur. He founded the UW-Oshkosh chapter of Be The Match to promote bone marrow donation, a cause he personally contributed to as a donor. He also co-founded Bee Bella, a mission-driven organic skincare company with products sold across the United States.

He is the recipient of numerous accolades, including Oshkoshs "4 Under 40" award, UW Oshkosh Honors College Alumni of the Year, and the National Intern of the Year award.

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Experience
13 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Plymouth, Wisconsin, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Jonathan cares about

Value Investing
Authored the publication "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century" and manages a highly differentiated investment strategy based on this research.
Community Leadership
He is a graduate of the Leadership Oshkosh program and has received multiple awards for his community involvement and professional achievements, including "Oshkosh Young Professional of the Year. "
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Career

Work history

10-2023
Chief Executive Officer
The Olympia Group, LLC
11-2015
Co Founder
Bee Bella
6-2012
Founder & Manager
Lotnix, LLC
7-2019 - 10-2023
Portfolio Manager
Merit Financial Advisors
1-2015 - 7-2019
Portfolio Manager
Carl M. Hennig Inc.
In the press

Media appearances

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Education
2008 - 2012
Bachelor of Business Administration
University of Wisconsin–Oshkosh
2014 - 2015
Education details unavailable
Leadership Oshkosh
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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