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

  • Senior Partner / Chief Investment Officer

    Andrew 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.

  • Partner, Chief Operating Officer, Director of Equity Research

    Chris 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.

  • Pierre Marzouk
    Quantitative Director, Director of Risk Management

    Pierre 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

  • Peter Vassallo
    Assistant Portfolio Manager

    Peter 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

  • Christopher Noe
    Senior Lecturer, in Accounting
    Unconfirmed
    Professor of Accounting, Economics, and Finance at MIT
    Kathryn Kaminsky
    Senior Lecturer in Finance at MIT
    Unconfirmed
  • COO - Little Harbor Advisors
    Senior Managing Director - Macquarie
    Director of Trading & Risk Management - Alydar Capital

Previous Investors

  • Kathryn Kaminski
    Senior Lecturer
    Unconfirmed
    Mother of Advisory Board member (Katy Kaminski)
    Chris Noe
    Senior Lecturer
    Unconfirmed
  • Eric So
    Professor
    Unconfirmed
    Shikhar Ghosh
    Professor
    Unconfirmed
    Hayden Jones
    Senior Managing Director - Macquarie
    Unconfirmed
  • Diana Lawrence
    Innovation consultant
    Unconfirmed
    Frederica Lawrence and Robert Sandoe
    Founder's grandparents
    Unconfirmed
    Ben Hartley
    Marine pilot
    Unconfirmed
  • Greg and Ellen Johnson
    M.D.
    Unconfirmed
    Steven Freidkin
    CEO / Brother-in-law of advisor Professor Chris Noe
    Unconfirmed
    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 Colligan
    CEO - Colligan Advisory
    Unconfirmed
    Innovation consultant

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