Years of
Experience
Libby Castle
libby.castle@fideliscapital.com
Responsibility
Prior
Positions
Positions
- 5 years at Bank of America Private Bank as a Portfolio Manager
- 3 years at Bank of America as Portfolio Manager Associate
- 6 years at Asset Consulting Group as a Performance Analyst
- 2 years at Kennedy Capital Management as an Accounting and Performance Specialist
Credentials
- Libby holds the Chartered Financial Analyst® designation
- CERTIFIED FINANCIAL PLANNER®
- MBA from the University of Missouri St. Louis
- BS in Finance from Central Missouri State University
Personal
Profile
Profile