Bryan Applequist, CFA, is a Senior Investment Manager in Private Wealth Management at Fidelity Investments, where they have worked since 2019. Previously, they held various roles in financial analysis and management, including positions at Bel Air Investment Advisors, Cornerstone Capital Management, and Marsico Capital Management. Bryan earned an MBA from UCLA Anderson School of Management in 2008 and a Bachelor’s degree in Economics from the University of Wisconsin-Madison in 2003.
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