David Olaksen, CFP®, CFA
Vice President, Eastern Bank Wealth Management
David Olaksen 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.
Professional Experience
Mr. Olaksen has 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, Mr. Olaksen worked at Wang Laboratories in various marketing roles and at Kidder Peabody & Company in the investment research department developing stock recommendation reports.
Education/Service
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 (CFA), a Certified Financial Planner™ practitioner and a member of the Boston Security Analyst Society.
Mr. Olaksen can be reached at 617-295-0632 or by email at [email protected].