Fidelis Capital Management
Four MIT alumni and four MIT and HBS professors are offering the most advanced quantitatively driven value and behavioral investing available.
- Stage Full Product Ready
- Industry Financial Services
- Location Marblehead, MA, US
- Currency USD
- Founded January 2014
- Employees 4
- Website fidelis-capital.com
Company Summary
Fidelis is a Boston-based investment manager that has paired senior faculty from MIT and Harvard, all with original research in the area of quantitative value investing, with a team of experienced investment professionals to implement an original proprietary strategy. This combined team also has created a persistent research capacity, so as to remain at the vanguard of quantitative investment management.
Team
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Senior Partner / Chief Investment OfficerAndrew began his career on Wall Street, where he co-managed $100m in US equities and options. In the wake of 9/11 Andrew went to the US Marines where he served for nine years as a pilot and intelligence officer. When he left the Marines he matriculated at MIT for graduate school, and spent the subsequent year teaching at Harvard, while standing up Fidelis. Now he is focused completely on Fidelis Capital.
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Partner, Chief Operating Officer, Director of Equity ResearchChris has accumulated seven years of investment experience, rising to be the Director of Alternative Investments for the Louisiana State Employees retirement System. He holds a charter from the CFA Institute and is a Chartered Alternative Investment Analyst. Chris holds degrees from Louisiana State and Massachusetts Institute of Technology.
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Pierre MarzoukQuantitative Director, Director of Risk ManagementPierre has worked as a quantitative research analyst both at Edmond de Rothschilds and State Street Associates. He has written extensively on systemic risk and regime switching. He holds degrees from Ecole Polytechnique and Massachusetts Institute of Technology
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Peter VassalloAssistant Portfolio ManagerPeter has worked as a trader and junior portfolio manager for five years at JP Morgan at FFTW (a subsidiary of BNP Paribas). He holds degrees (both with high honors) from University of Nottingham and Massachusetts Institute of Technology.
Advisors
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Christopher NoeSenior Lecturer, in AccountingUnconfirmed
Professor of Accounting, Economics, and Finance at MIT
Kathryn KaminskySenior Lecturer in Finance at MITUnconfirmed -
COO - Little Harbor Advisors
Senior Managing Director - Macquarie
Director of Trading & Risk Management - Alydar Capital
Previous Investors
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Kathryn KaminskiSenior LecturerUnconfirmed
Mother of Advisory Board member (Katy Kaminski)
Chris NoeSenior LecturerUnconfirmed -
Eric SoProfessorUnconfirmed
Shikhar GhoshProfessorUnconfirmed
Hayden JonesSenior Managing Director - MacquarieUnconfirmed -
Diana LawrenceInnovation consultantUnconfirmed
Frederica Lawrence and Robert SandoeFounder's grandparentsUnconfirmed
Ben HartleyMarine pilotUnconfirmed -
Greg and Ellen JohnsonM.D.Unconfirmed
Steven FreidkinCEO / Brother-in-law of advisor Professor Chris NoeUnconfirmed
CPA / Father-in-law of advisor Professor Chris Noe -
Director of Trading and Risk Management - Alydar Capital
SVP-Strategic Management, MD's office, Khazanah Nasional
Mother of Chris Hill -
John ColliganCEO - Colligan AdvisoryUnconfirmed
Innovation consultant
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