Julian Potenza
Portfolio Manager-Fixed Income bei Fidelity Management & Research Co. LLC
Profil
Mr. Julian R.
Potenza, CFA, is a Fund Manager at Fidelity Management & Research Co. LLC.
Prior to assuming his current portfolio management responsibilities, Mr. Potenza was a research analyst, where he generated macroeconomic research and strategic asset allocation recommendations for investment-grade bond and money market portfolios.
He also covered financial and industrial sectors from 2007 to 2012 as a member of the credit research team.
He has been in the financial industry since 2003.
Prior to joining Fidelity in 2007, he was a credit analyst at Investors Bank and Trust.
Mr. Potenza earned his bachelor of science degree in finance and economics from the Carroll School of Management at Boston College.
He is a CFA charter holder.
Aktive Positionen von Julian Potenza
Unternehmen | Position | Beginn |
---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Fixed Income | 01.01.2007 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |