Bram Levinson, Cfa Email and Phone Number

Bram Levinson is a CFA charterholder and a skilled financial professional with a lifelong passion for learning and innovation. As a Sr. Associate in Fidelity's Financial Solutions group, Bram helps research and design Fidelity's asset allocation methodology which supports Fidelity's managed account offerings. Bram's work supports Fidelity client's in determining which investment products and asset allocation are most suitable given their own personal characteristics and preferences. Prior to joining Financial Solutions, as an associate in Fidelity Corporate Development, Bram led investment analysis for strategic ventures, working cross functionally across the firm to help various business units grow through partnerships, investments, and acquisitions. Prior to that as a Senior Analyst in Fidelity Corporate Treasury, Bram led liquidity modeling to drive optimal capital management and debt portfolio recommendations. Bram started his Fidelity career as a financial representative where he worked with clients to simplify investment conversations, build lasting relationships, and deliver exceptional client service. Bram completed his undergraduate studies from the University of Maryland, earning a bachelor's degree in Accounting.