Steve Beck Email & Phone Number
Head of Portfolio Management @ Fidelity Investments
5 free lookup(s).
No credit card required.
Steve Beck Location
- Boston, MA, US
Steve Beck Work
- 2025 - now Head of Portfolio Management @
- 2020 - 2025 VP, Portfolio Engineering and Portfolio Manager @
- 2017 - 2020 Vice President and Team Leader of Fixed Income and Multi-Asset Class Strategies @
- 2016 - 2020 Principal Fund Research Analyst @
- 2015 - 2016 Board of Directors, Treasurer @
- 2013 - 2016 Sr. Investment Analyst @
- 2011 - 2013 Analyst and Team Leader of Fixed Income, Pension Investments @
- 2010 - 2011 Financial Analyst, Capital Planning and Analysis @
- 2008 - 2010 Associate @
- 2007 - 2007 Wealth Management Intern @
- 2006 - 2007 Wealth Management Intern @
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 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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steve Beck?
Find contact details for 700 million professionals.
Others Named Steve Beck
Steve Beck
Head of Portfolio Management
Boston, MA, US
Steve Beck
President
Pisgah Forest, NC, US
Steve Beck
Senior Director of Revenue Operations
Middleton, WI, US
Top Fidelity Investments Employees
Robert Mascialino
President, Fidelity Wealth
Monroe Township, NJ, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co