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Fidelity Select Banking Portfolio (FSRBX)
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25,83
+0,18
+0,70%
- Classificação da Morningstar:
- Ativos Totais: 388,63M
Fidelity Select Banking
25,83
+0,18
+0,70%
Fidelity Select Banking Portfolio - Vista Geral
Nesta página encontrará um perfil aprofundado de Fidelity Select Banking Portfolio. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de FSRBX, e mais.
Informações de Contacto
Endereço
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Telefone
416-307-5200
Fax
1-800-387-8092
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Matt Reed | Portfolio Manager | 2016 | Agora |
| Biografia | Since joining Fidelity Investments in 2008, Mr. Reed has worked as a research analyst and portfolio manager. | ||
| John Sheehy | Portfolio Manager | 2012 | 2017 |
| Biografia | Since joining Fidelity Investments in 2007, Mr. Sheehy has worked as an equity research analyst and portfolio manager. | ||
| Vincent Montemaggiore | Portfolio Manager | 2008 | 2012 |
| Biografia | Vincent Montemaggiore is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Montemaggiore manages the Fidelity and Fidelity Advisor Overseas Fund and Fidelity VIP Overseas Portfolio. He has managed the Fidelity Overseas Fund since January of 2012 and took on lead portfolio manager responsibilities for the Fidelity Advisor Overseas Fund and VIP Overseas Portfolio in October of 2016. Prior to assuming his current responsibilities, Mr. Montemaggiore co-managed Select Banking Portfolio, after being sole manager on the fund from 2008 to 2012. He also assumed research analyst coverage responsibilities for largecap and regional banks in 2008. Previously, Mr. Montemaggiore managed Select Industrial Equipment Portfolio, after taking on research coverage of industrial and machinery stocks in 2006. Prior to joining Fidelity in 2004, Mr. Montemaggiore worked as an investment banking analyst at de Guardiola Advisors, Inc. He also worked at Putnam Lovell Securities, Inc., where he focused on mergers and acquisitions within the financial services industry. He has been in the financial industry since 2000. Mr. Montemaggiore earned his bachelor of science degree in engineering from the University of Pennsylvania and his master of business administration degree from Columbia Business School. | ||
| Ramona Persaud | Portfolio Manager | 2006 | 2008 |
| Biografia | Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager. | ||
| Heather Lawrence | Portfolio Manager | 2004 | 2006 |
| Biografia | Lawrence is a portfolio manager with Fidelity Investments. She joined Fidelity Investments as an analyst in 2001. Previously, Lawrence was an equity research associate with Morgan Stanley Dean Witter Discover & Co. in New York, from 1997 to 1999. | ||
| Peter W. Hirsch | Portfolio Manager | 2002 | 2004 |
| Biografia | Hirsch joined Fidelity Investments in 1995 as an analyst and currently serves as a portfolio manager. Prior to joining the firm, he worked in fixed-income research for CS First Boston. | ||
| Sam Peters | Managing Director, Portfolio Manager | 2000 | 2002 |
| Biografia | • Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf | ||
| Yolanda S. Strock | equity analyst/portfolio Manager | 1999 | 2000 |
| Biografia | Yolanda Strock joined Fidelity in 1997 where she is the sector leader of the Health Care Equity Resesarch group. She began managing Fidelity Select Biotechnology Portfolio in February 2000, and assumed her other fund management responsibilities and role of sector leader in June 2000. Yolanda has an MBA in Finance from the Fuqua School of Business at Duke University, a BSc in Marketing from the Wharton School of Business and a BA in economics from the University of Pennsylvania. | ||
| Christine Schaulat | Research Analyst, Portfolio Manager | 1998 | 1999 |
| Biografia | Schaulat is a research analyst and portfolio manager for Fidelity Investments, her employer since 1997. Previously, she was an investment manager with Indosuez Asset Management Asia, Limited, in Hong Kong from 1993-1995. Prior to that, she was with Morgan Stanley & Company as a financial analyst in their investment banking division. | ||
| John D. Avery | Vice President | 1996 | 1998 |
| Biografia | Avery is a vice president and portfolio manager with Fidelity Investments, his employer since 1995. Prior to joining the firm, he was a domestic equity analyst for Putnam Investments from 1993 to 1994. He was also an investment banking associate for Alex Brown & Sons from 1986 to 1991. | ||
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