Amy Grossman
Vice President, JD, Complex Asset Group at Fidelity Charitable
- Role
- Vice President, Complex Asset Group at Fidelity Charitable
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Amy Grossman
As vice president of the Complex Asset Group for Fidelity Charitable, I help donors…
Experience
Vice President, Complex Asset Group
Mar 2015 — Present · San Francisco, CA, US
Help donors achieve the most favorable tax treatment with the greatest charitable impact for complex assets contributed to Fidelity Charitable donor-advised funds- Work directly with donors, their advisors (trust and estate attorneys, wealth managers, CPAs and exit planning professionals), and corporate and business lawyers to facilitate charitable contributions of complex assets, such as privately held C-corp and S-corp shares, LLC and limited partnership interests, including private equity and hedge fund investments- Expand Fidelity Charitable’s presence on the West Coast working with tech entrepreneurs and venture capitalists
Skills
- Management
- Portfolio Management
- Hedge Funds
- Equities
- Investment Banking
- Investments
- Venture Capital
- Securities
- Capital Markets
- Private Banking
- Alternative Investments
- Private Equity
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