David Olaksen
Portfolio Manager-Equities at Eastern Bank (Investment Management)
Profile
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.
David Olaksen active positions
| Companies | Position | Start |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portfolio Manager-Equities | - |
Former positions of David Olaksen
| Companies | Position | End |
|---|---|---|
Wang Laboratories, Inc.
 Wang Laboratories, Inc. Information Technology ServicesTechnology Services Wang Laboratories, Inc. develops, markets, and supports software and provides integration and support services for computers. The company is based in Billerica, MA. Wang Laboratories was acquired by Getronics BV, part of Bottega InvestCo SARL from July 07, 2017 on June 08, 1999 for $1,376.08 million. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Training of David Olaksen
| Colgate University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Wang Laboratories, Inc.
Wang Laboratories, Inc. Information Technology ServicesTechnology Services Wang Laboratories, Inc. develops, markets, and supports software and provides integration and support services for computers. The company is based in Billerica, MA. Wang Laboratories was acquired by Getronics BV, part of Bottega InvestCo SARL from July 07, 2017 on June 08, 1999 for $1,376.08 million. | Technology Services |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
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