Agnes Olshansky has been an investment adviser representative at Traub Capital Management since June 2019, and is not listed among the firm’s executive officers or direct owners. Agnes Olshansky holds a BS/MS in Applied Mathematics/Computer Science from Odessa State University.
Traub Capital Management, LLC is a Needham, MA firm with $211M under management, 131 clients and 4 advisers in one office, as of its March 2026 filing.
Agnes Olshansky is an Individual Account Representative of Traub Capital Management, working with clients and overseeing portfolios. She was employed at State Street Global Advisors from 1990 to 2004 in various investment management related roles. Most recently she worked as a consultant at Acadian Asset Management, and she also worked for Fidelity and Bank of America as a consultant.
Professional designations
Listed by Traub Capital Management
- CFA
Investment adviser representative registrations
Agnes Olshansky is registered as an investment adviser representative in Massachusetts, since June 2019.
- MassachusettsSince 12 June 2019
Examinations
No examinations are on Agnes Olshansky’s record.
- CRD
- 7070000
- Firm
- Traub Capital Management · CRD 136851
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- traubcapital.com
Where does Agnes Olshansky work?
Agnes Olshansky is an investment adviser representative registered through Traub Capital Management, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Agnes Olshansky a financial advisor?
Yes. Agnes Olshansky has a current investment-adviser registration in Massachusetts, through Traub Capital Management since June 2019.
How many years of experience does Agnes Olshansky have?
Agnes Olshansky has 7 years in the financial industry, since June 2019, across 1 adviser firm.
Is Agnes Olshansky registered with FINRA?
No. Agnes Olshansky has no current broker registration.
Is Agnes Olshansky a CFA charterholder?
Traub Capital Management lists Agnes Olshansky with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Agnes Olshansky’s record?
Search CRD 7070000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Agnes Olshansky’s full registration record.