Traub Capital Management

Jake Bulian is a CFA® charterholder with experience at Deloitte and State Street Corporation prior to joining Traub Capital Management in 2024. He is based in Needham, MA and is part of a four-advisor team at Traub Capital. Traub Capital Management serves individuals, families, corporate retirement plans, and trusts with portfolio management and financial planning. The firm employs a value-oriented, quantitatively based investment process combined with fundamental analysis and emphasizes managing concentrated client positions through options and industry avoidance.

Agnes Olshansky is a CFA® charterholder with six years of industry experience. She is part of the team at Traub Capital Management in Needham, MA. Her prior experience includes roles at Acadian Asset Management and the Eliassen Group, as well as periods of self-employment. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process combined with fundamental analysis, and it emphasizes the use of closed-end fund premiums and discounts as well as option strategies to manage concentrated client holdings.

Heydon Traub is a CFA® charterholder with 20 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process with a long-term, low-turnover approach and pays particular attention to closed-end fund premiums and discounts while routinely using option strategies for managing concentrated client holdings.