![Heléne A. Fehler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Anciens postes connus de Heléne A. Fehler
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | - |
Piper Sandler & Co.
 Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Heléne A. Fehler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Mid Sweden
 University of Mid Sweden Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Piper Sandler & Co.
Piper Sandler & Co. Investment ManagersFinance Provides investment advice | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
