Whit Collier
- Role
- VP Portfolio Strategist Intermediary Relationship Manager at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Whit Collier
As an investment strategist and client portfolio manager, I bring 25+ years of…
Experience
VP Portfolio Strategist Intermediary Relationship Manager
Jan 2018 — Present
Consult with home office gatekeeper (as an Investment Relationship Manager) and financial advisor (as a Portfolio Strategist) clients within Fidelity Institutional (broker/dealers, RIAs, banks, insurance companies and retirement platforms). We embrace a multi-asset, multi-manager, and multi-horizon approach that is customized to each client, and we offer them ongoing partnership and advice. Since its inception in 2013, the Portfolio Construction Guidance team has crafted thousands of bespoke portfolio reviews while also contributing to unique research and analytics around asset allocation, strategies, and risk. Completed AltsEdge training (iCapital/CAIA) and Certificate in Blockchain and Digital Assets (DACFP).
Skills
- Asset Management
- Financial Modeling
- Valuation
- Portfolio Management
- Private Equity
- Alternative Investments
- Fixed Income
- Investments
- Hedge Funds
- Equities
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