Steve Beck Email & Phone Number
Head of Portfolio Management and FIWA Deputy Chief Investment Officer @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Beck Location
- Boston, MA, US
Steve Beck Work
- Head of Portfolio Management and FIWA Deputy Chief Investment Officer @ (March 2025 - Present)
- VP, Portfolio Engineering and Portfolio Manager @ (May 2020 - Present)
- Vice President and Team Leader of Fixed Income and Multi-Asset Class Strategies @ (December 2017 - May 2020)
- Principal Fund Research Analyst @ (July 2016 - May 2020)
- Board of Directors, Treasurer @ (June 2015 - June 2016)
- Sr. Investment Analyst @ (January 2013 - June 2016)
- Analyst and Team Leader of Fixed Income, Pension Investments @ (September 2011 - January 2013)
- Financial Analyst, Capital Planning and Analysis @ (May 2010 - September 2011)
- Associate @ KPMG Advisory (September 2008 - May 2010)
- Wealth Management Intern @ (May 2007 - August 2007)
- Wealth Management Intern @ (September 2006 - May 2007)
Steve Beck Education
- Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
2022-2024 - Ithaca College
BS (Business Administration)
2004-2008
Steve Beck Skills
- Financial Modeling
- Investments
- Internal Controls
- Portfolio Management
- Analysis
- Fixed Income
- Alternative Investments
- Equities
- Economics
- Bloomberg
- Hedge Funds
- Due Diligence
- Wealth Management
- Microsoft Office
- Management
- Sales
- Research
- Customer Service
- Disclosures
- Computer Proficiency
- Cover Letters
- Asset Allocation
- Mentoring
- Transitional
- Regulations
- Wealth
- Tsp
- Gamma
- Reports
- Financial Statements
- International
- Remediation
- Delta
- News
- Cash
- Shareholders
- Stock Market
- Kpmg
- SPSS
- Summaries
- Flows
- Marketing
- Training
- Video
- Financial Markets
- Chartered Financial Analyst
- Policy
- Pitch
- Software Lifecycle
- Relay for Life
- Operations
- Testing
- Accounting
- Six Sigma
- Honors and Awards
- Brokers
- Compliance
- Auditing
- Editing
- Contractual Agreements
- Meetings
- Securities
- Administrative Work
- Finance
- Reporting
- Mutual Funds
- FASB
- Quantitative Analytics
- Projecting
- Presentations
- Conciseness
- Philadelphia
- Risk
- Marketing Materials
- Google Groups
- Coordinated
- Volunteering
- Merrill Lynch
- Oracle
- DCF
- Science
- Conceptual Modeling
- Forecasting
- Administrative Assistance
- Bear
- Flipbook
- Honor
- Market Updates
- Equity Research
- Eviews
- Guidance
- Policies and Procedures
- Internal Audit
- New York
- Financial Reporting
- Sarbanes Oxley Act
- Databases
- Cold Calling
- Capital Markets
- Business Cards
- Valuation
- Design
- Thompson One
Steve Beck Summary
- Steve Beck, based in Boston, MA, US, is currently a Head of Portfolio Management and FIWA Deputy Chief Investment Officer at Fidelity Investments. Steve Beck brings experience from previous roles at Fidelity Investments and CFA Society of San Diego. Steve Beck holds a 2022 - 2024 Master of Business Administration - MBA @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis and more. Steve Beck has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Steve Beck?
Find contact details for 700 million professionals.
Others Named Steve Beck
Steve Beck
Co-Founder and Managing Partner
London, GB
Steve Beck
President and Chief Executive Officer
Carmel, IN, US
Steve Beck
President and Executive Director
Washington, DC, US
Steve Beck
President
La Mesa, CA, US
Steve Beck
founder
Seattle, WA, US
Steve Beck
Senior Director of Revenue Operations
Middleton, WI, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co