![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>)
Profile
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.
Former positions of Heléne A. Fehler
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Heléne A. Fehler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Heléne A. Fehler
