Washington, D.C. Team
Fidelis Capital welcomes Washington, D.C. team, who advised on over $4.5B in client assets as Partners.
CREDENTIALS
Few advisors bring the breadth of resources Fidelis does in surrounding clients with a team of specialists, including:
6 CFA® Charterholders
7 Masters Degrees
3 Juris Doctors (J.D.)
2 CFP® Professionals
2 Certified Trust &
Fiduciary Advisors (CTFA)
1 Accredited Investment
Fiduciary® (AIF®)
2 Certified Private Wealth
Advisors® (CPWA®)
1 CPA, non-practicing
Washington, D.C.
Building Our Future Home
in Washington, D.C. at
The Parks at Walter Reed
Current Office:
7200 Wisconsin Ave, Suite 500
Bethesda, MD 20814
202.571.5807
