Stella Choi
Plus aucun poste en cours
Profil
Ms. Stella S.
Choi, CFA, is Director-Portfolio Management at Lattice Strategies LLC.
Prior to joining Lattice Strategies, Ms. Choi was previously employed as Portfolio Manager in Fidelity Investments' Strategic Advisers Group, where she was part of a team responsible for managing diversified portfolios of high-net-worth private clients.
Previously, she worked at Fidelity Management Trust Company, where she was responsible for functions within investment research as well as portfolio and risk management.
Ms. Choi received her BA in Geography from Clark University, and an MS in Accounting from Bantley University.
Anciens postes connus de Stella Choi
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Management Trust Co.
 Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Corporate Officer/Principal | - |
Lattice Strategies LLC
 Lattice Strategies LLC Investment ManagersFinance Lattice Strategies LLC (Lattice) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Ted Lucas and R. Jeremy Stone in 2003. They are a wholly-owned subsidiary of Hartford Funds Management Co. LLC, an indirect subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG), a Connecticut-based financial services company. Lattice serves as the investment adviser to the Hartford Multifactor exchange-traded funds (Multifactor ETFs or Hartford ETFs). | Gestionnaire de Portefeuille-Actions | - |
Formation de Stella Choi
| Clark University | Undergraduate Degree |
| Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Lattice Strategies LLC
Lattice Strategies LLC Investment ManagersFinance Lattice Strategies LLC (Lattice) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Ted Lucas and R. Jeremy Stone in 2003. They are a wholly-owned subsidiary of Hartford Funds Management Co. LLC, an indirect subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG), a Connecticut-based financial services company. Lattice serves as the investment adviser to the Hartford Multifactor exchange-traded funds (Multifactor ETFs or Hartford ETFs). | Finance |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Finance |
