Casis

Senior Investment Manager, Private Wealth at Fidelity Investments

Role: Senior Investment Manager, Private Wealth at Fidelity Investments
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Investment Manager, Private Wealth
Fidelity Investments
Jul 2025 — Present · San Francisco, CA, US

Skills

Investment Management
Financial Markets
Trading
Fixed Income
Structured Products
Capital Markets
Series 7
Asset Management
Electronic Trading
Equity Derivatives
Emerging Markets
Trading Systems
Investments
Investment Strategies
Alternative Investments
Mutual Funds
Asset Allocation
Wealth Management
Derivatives
Options
Series 63
Securities
Etfs
Bloomberg
Hedge Funds
Equities
Portfolio Management

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••46

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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