20+ Years of Portfolio Management & Equity Research Experience

 

Fidelity Management & Research Company - Boston, MA

• Equity Research Analyst (Industrials, Energy, Utilities, and Healthcare)

• Sole associate promoted to analyst in early 2009

• Portfolio Manager of Select Industrial Equipment Fund ($250m in AUM)

• Portfolio Manager of Select Healthcare Services Fund ($1B in AUM)

 

Strategic Advisers (Fidelity Investments) - Greenwood Village, CO

• Managed $3B book of high net worth managed accounts

• A leader on tax efficient/ asset location portfolio construction and research

• Responsible for Capital Market Assumptions (CMAs) used in Fidelity’s portfolio optimizer deployed on ~$500B+ AUM

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Industry Credentials

• Chartered Financial Analyst (CFA) Charterholder

• Chartered Alternative Investment Analyst (CAIA) Charterholder

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BS in Finance, Brigham Young University