Morten Olsen

Morten Olsen

Head of Customized Fixed Income, Senior Vice President Northern Trust
Morten Olsen is Head of Customized Fixed Income at Northern Trust Asset Management. In this capacity Mr. Olsen oversee a number of businesses within the global investment team, including Municipal Bonds, Ultra Short Fixed Income and Cross-over strategies. With a focus on creating customized solutions for clients across Asset Management, Global Family Offices and Wealth Management Mr. Olsen is an integral part of the continued growth of the overall investment business. Having joined Northern Trust in 2009 Morten has throughout his career held investment leadership positions, most recently serving as the chief of staff for Global Fixed Income. Prior to this role Mr. Olsen served as head of multi-sector portfolio management and director of the ultra-short fixed income group. In both capacities, Morten managed separately managed accounts for taxable and tax-exempt mandates, as well as mutual funds. Morten is a portfolio manager on several mutual funds, notably including both taxable and tax-exempt ultra-short funds. Prior to joining Northern Trust Morten spent time at Nomura and Lehman Brothers. Mr. Olsen received his B.S. in Economics and a M.S. in Economics at University of Copenhagen and has more than 20 years of investment experience in fixed income asset management

Main Day 2 | June 17, 2026

1:10 PM Spotlight on SMAs Panel - Managing the Demand for SMAs: How Can You Leverage Technology to Enable Data-Driven, Tax-Aware Execution?

Demand for separately managed accounts (SMAs) continues to surge, particularly in wealth channels, but scaling tens of thousands of small, tax-aware accounts without sacrificing customization remains challenging. This session explores how firms have evolved from manual workflows to fully integrated, tech-driven execution and decision-making. Learn how to optimize portfolios for SMAs, balance direct inventory connectivity with third-party rails, implement AI-enabled pricing and automation, and expand fixed-income tax-loss harvesting capabilities to deliver scalable, customized solutions.

Check out the incredible speaker line-up to see who will be joining Morten.

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