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Brett Sumsion
Portfolio Manager-Equities at Fidelity Management & Research Co. LLC
Profile
Brett Ford Sumsion is a Portfolio Manager at Fidelity Management & Research Co. LLC and Strategic Advisers LLC.
He previously worked as a Managing Director of Asset Allocation at DuPont Capital Management Corp.
and as a Principal at Strategis Financial Group, Inc. Mr. Sumsion received an undergraduate degree from Brigham Young University and an MBA from The Wharton School of the University of Pennsylvania.
Brett Sumsion active positions
Companies | Position | Start |
---|---|---|
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 2013-12-31 |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Portfolio Manager-Equities | 2013-12-31 |
Former positions of Brett Sumsion
Companies | Position | End |
---|---|---|
Strategis Financial Group, Inc.
![]() Strategis Financial Group, Inc. Investment ManagersFinance Strategis Financial Group, Inc. provides investment advice. The private company is based in Provo, UT. | Corporate Officer/Principal | 2004-12-30 |
DuPont Capital Management Corp.
![]() DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Portfolio Manager-Equities | - |
Training of Brett Sumsion
Brigham Young University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
DuPont Capital Management Corp.
![]() DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Finance |
Strategis Financial Group, Inc.
![]() Strategis Financial Group, Inc. Investment ManagersFinance Strategis Financial Group, Inc. provides investment advice. The private company is based in Provo, UT. | Finance |
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