John Kasameyer

Hello, I am John Kasameyer, CFA, Investment Specialist With Fidelity Investments Financial Advisor Solutions.

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John Kasameyer is an Investment Specialist for Fidelity Financial Advisor Solutions (FFAS), a division of 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 more than 20 million individuals, institutions, and financial intermediaries.  Mr. Kasameyer's role is to serve as a liaison between Fidelity Management & Research Company (FMRCo), portfolio managers, and financial intermediaries. His responsibilities include providing timely, concise information to Fidelity’s internal and external clients regarding fund performance, portfolio construction and strategy, asset allocation, capital markets conditions, sales strategy, current themes, and Fidelity’s investment process.  Mr. Kasameyer began his career with Fidelity Investments in 2003 working with high net worth investors focusing on asset allocation. John has significant distribution experience selling liquidity driven products direct to qualified institutional buyers as part of Fidelity Investments Liquidity Management Services Group from 2006 to 2011.  Mr. Kasameyer graduated from Lehigh University with degrees in Finance and Accounting. He holds the FINRA series 7, 63, and 66 licenses and has earned the right to use the Chartered Financial Analyst® designation. John is a member of the CFA Institute and The Boston Security Analysts Society, Inc.

Investment Specialist at Fidelity Investments, Investments' Desk

June 2011 - Present | Smithfield RI

Daily activities include detailed individual fund comparisons and forensic book reviews for intermediary clients. The book review processes is initiated by sales in which intermediary clients (Nation Wire and RIA distribution channels) provide their wholesalers their fund line ups and available fund universe which are modeled to find overlaps and other weak spots. Solutions presented range the full spectrum of available products and product types (equity, fixed, and non-correlated strategies) include fidelity advisor funds and non-fidelity satellite products identified by quantities and qualitative review process to satisfy previously agreed upon performance criteria such as higher Sharpe Ratio, ave annual returns, or lower volatility than their current lineup.

Regional Investment Consultant at Institutional Distribution Group, Fidelity Investments

August 2006 - June 2011 | Smithfield RI

The Regional Investment Consultant role is to serve as the primary sales person and product expert for a given territory focusing on treasurer and CFO level prospecting Fortune 1000 companies via cold calling and networking at industry events (AFP, NY Cash Exchange) to drive business into Fidelity’s liquidity driven products: Institutional Money Markets, direct instruments via Fidelity Capital Markets, and helped the successful launch of the Conservative Income Bond Fund. Upon completion of a sale, the new account is funded with a minimum of 10 million dollars average assets for two consecutive months, accounts are transitioned to an in territory relationship manager, job function: 90% sales, 10% service existing clients.

Retirement Planning Consultant at Fidelity Investments Tax Exempt Services Co

June 2003 - August 2006 | Marlborough MA

The Retirement Planning Consultant role was 2 fold: provide current plan participants guidance regarding asset allocation decisions in work place savings accounts (401k, 401a, 403b, 457b etc), and to retain assets either within the plan or roll to retail via a Fidelity IRA when the participant met eligibility requirements. Traveled to host benefit fairs on behalf of Fidelity meeting directly with plan participants to discuss accounts, deliver large scale presentations on behalf of their benefits office explaining all aspects of the defined contribution plan offered.

Lehigh University

Finance

Activities: Varsity Lacrosse

Lehigh University

Accounting

Activities: Varsity Lacrosse, Delta Tau Delta Executive Board

CFA Charterholder

Investment Management and distribution, golf, fishing, photography, traveling, lacrosse, BBQ.