Vince Bertram, CFA, is currently the Director, SMA Specialist at Fidelity Investments, a position they have held since 2022. They have a diverse background in finance, having previously served as Vice President of Sales at SparkChange and Regional Director at Natixis Investment Managers. Vince began their career at the University of Wisconsin as a Recruiting Assistant from 2011 to 2015, and gained valuable experience through various internships, including roles at Madison Investment Advisors and Wellesley Partners. Vince holds multiple degrees, including a Bachelor's in Finance from the Wisconsin School of Business and a degree in Land Economy from the University of Cambridge.
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