![David Olaksen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Olaksen
Gestionnaire de Portefeuille-Actions chez
Eastern Bank (Investment Management)
Profil
Mr. David Olaksen, CFA MBA, is a Vice President at Eastern Bank Corp.
He is responsible for managing client portfolios and providing wealth management services to individuals, families, foundations and endowments.
These relationships include trustee, investment management, retirement and charitable accounts.
He has over 25 years of experience in the financial services industry.
Prior to joining Eastern Bank Wealth Management, Mr. Olaksen was at Fidelity Investments for 19 years where he served most recently as Vice President of Institutional Relationships in the Portfolio Advisory Services business, managing corporate relationships and trust accounts for executives.
Previous to Fidelity, he worked at Wang Laboratories in various marketing roles and at Kidder Peabody & Company in the investment research department developing stock recommendation reports.
Mr. Olaksen holds a Bachelor of Arts in Economics from Colgate University and a Masters of Business Administration in Finance from the Samuel Curtis Johnson Graduate School of Management at Cornell University.
He is a Chartered Financial Analyst, a Certified Financial Planner practitioner and a member of the Boston Security Analyst Society.
Postes actifs de David Olaksen
| Sociétés | Poste | Début |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de David Olaksen
| Sociétés | Poste | Fin |
|---|---|---|
Wang Laboratories, Inc.
 Wang Laboratories, Inc. Information Technology ServicesTechnology Services Develops, markets, and supports software and provides integration and support services for computers | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | - |
Formation de David Olaksen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wang Laboratories, Inc.
Wang Laboratories, Inc. Information Technology ServicesTechnology Services Develops, markets, and supports software and provides integration and support services for computers | Technology Services |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Finance |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
