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Morten Olsen

Co-Head of Tax Alpha

Biography

About Morten

Morten Olsen is co-head of tax alpha at Northern Trust Asset Management. He plays a key role in the continued growth of the investment business by delivering customized solutions for clients across Asset Management, Global Family Offices, and Wealth Management.

Morten oversees several businesses within the global investment team, including tax-advantaged equities, municipal bonds, ultra-short fixed income, and cross-over strategies. He manages separately managed accounts for both taxable and tax-exempt mandates and is a portfolio manager on several mutual funds, including both taxable and tax-exempt ultra-short funds.

Since joining Northern Trust in 2009, Morten has held a variety of investment leadership roles, most recently serving as head of customized fixed income. He previously served as chief of staff for global fixed income, head of multi-sector portfolio management, and director of the ultra-short fixed income group.

Prior to joining Northern Trust, Morten held roles at Nomura and Lehman Brothers. He earned a bachelor’s and a master’s degree in economics from the University of Copenhagen and has more than 20 years of investment experience in fixed income asset management.

Driven by purpose, guided by humility.

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