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Brett Sumsion, CFA
Portfolio Manager Fidelity Investments
Brett Sumsion is a portfolio manager in the Global Asset Allocation division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. GAA is an investment team within Fidelity's Asset Management Solutions division, an investment organization that provides industry-leading multi-asset solutions to the retail and institutional marketplace.
Prior to assuming his current role, Brett held various positions at DuPont Capital Management, Inc., including managing director of asset allocation and portfolio manager. While at DuPont, Brett managed strategic and tactical asset allocation strategies for institutional clients. Brett joined Fidelity in 2014 and has been in the financial industry since 2001.
Brett earned his Bachelor of Arts from Brigham Young University and his Master of Business Administration from The Wharton School of the University of Pennsylvania.
Professional Designations:
Chartered Financial Analyst (CFA)
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The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
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