Kyle Ian Fellers
Gestionnaire de Portefeuille-Actions chez D. L. Carlson Investment Group, Inc.
Profil
Mr. Kyle I.
Fellers is a Relationship & Portfolio Manager at D.
L.
Carlson Investment Group, Inc. He joined the firm in early 2016 and assists clients with portfolio management and retirement planning.
He also monitors Carlson’s model portfolios.
He has over 23 years of investment experience.
He began his career at Fidelity Investments and worked in a number of experience-building roles helping investors with retirement and investment guidance.
His last role with Fidelity was a portfolio specialist in the Wall Street, NY office providing market and investment support to clients.
He earned his B.A.
in History at the University of New Hampshire.
Postes actifs de Kyle Ian Fellers
| Sociétés | Poste | Début |
|---|---|---|
D. L. Carlson Investment Group, Inc.
 D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Kyle Ian Fellers
| Sociétés | Poste | Fin |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Formation de Kyle Ian Fellers
| University of New Hampshire | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |