Financial Investment Analyst to Speak at Whitman, Nov. 29

The Whitman School of Management at Syracuse University will host a guest visit by Kristie Hall ’08 MBA, investment research and development analyst at Fidelity Investments, on Nov. 29. The visit will take place in Room 402 at 1 p.m. and is co-sponsored by Whitman’s Graduate Programs Office and the Whitman Women in Business student organization. Hall will speak on asset allocation and tax efficient investing, as well as hedging concentrated stock positions.

Hall began her career as a client service analyst at Goldman Sachs in 2001, eventually becoming the senior member of a team of client associates responsible for managing $2 billion of assets. In 2008, she went into the Fidelity Investments General Management Apprenticeship Program. Within this program, she has rotated from fixed income research assistant, where she produced a tax planning guide, to client experience program manager, which concerned client relationships. Following those positions, she became a business analyst until rotating to her latest position, investment research and development analyst. Her responsibilities include hedging strategies and investment methodologies.