Profil
Mr. Scott B.
Kuldell, CFA, is a Senior Vice President of Investment Research & Development at Strategic Advisers LLC.
He is responsible for driving innovation across Strategic Advisers products and methodologies.
Prior to assuming his current position in January 2014, he served as senior vice president and director of portfolio management.
Previously, he was a vice president, portfolio manager, and director of investments.
he also held several other roles within Fidelity, including director of asset management consulting, head of asset allocation policy and strategy, global fixed income portfolio manager, currency analyst, and quantitative analyst.
He has been in the investments industry since joining Fidelity in 1987.
Mr. Kuldell earned his bachelor of art degree, magna cum laude, from Dartmouth College.
He is also a CFA charterholder.
Aktive Positionen von Scott Kuldell
| Unternehmen | Position | Beginn |
|---|---|---|
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Analyst-Equity | 01.01.1987 |
Ausbildung von Scott Kuldell
| Dartmouth College | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
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| Private Unternehmen | 1 |
|---|---|
Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
