Katelyn Ulis

Manager- Proprietary Indexing and Investment Services

Katelyn Ulis is a Manager in QRI Investment Services at Fidelity Investments, where they support Fidelity Proprietary Indices. A graduate of the University of Richmond, Katelyn earned a Bachelor of Business Administration with a concentration in Finance and Consulting, alongside a minor in American Studies. Previously, Katelyn worked as a Financial Data Assistant at the University of Richmond and gained experience as an Investment Services Analyst in Fidelity's Quantitative Research and Investments division. Throughout their career, Katelyn has also held various roles in swim instruction and lifeguarding, showcasing a diverse set of skills and a commitment to safety and education.

Location

Boston, United States

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