Profiel
Ms. Heléne A.
Fehler was previously employed as a Principal by Smith Barney & Co., Inc., a Principal by FIAM LLC, and a Principal by Piper Sandler & Co.
Ms. Fehler has been with the firm since 2002, after leaving her previous position at Smith Barney to continue working with David Hay and his long-term clients.
Helene has over 30 years of experience assisting high-net-worth clients with the implementation of their financial plans, including time spent at Fidelity Investments and Piper Jaffrey.
She graduated from University of Ostersund in 1986 with a Bachelor of Science in Human Resources; she moved to the United States in 1987.
Eerdere bekende functies van Heléne A. Fehler
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Opleiding van Heléne A. Fehler
| University of Mid Sweden | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
| Smith Barney & Co., Inc. | 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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
