Search

Scott B Kuldell

from Newton, MA
Age ~59
Get Report
Also known as:
Scott Balian Kuldell, Scott N Kuldell, Scott Culdell
Phone and address:
78 Dalton Rd, Newton, MA 02459
(617) 964-5897
Related to:
Pamela K Zambrotta, 66
Connected to:
Ronald W Kuleba, 84Jean Kulemin, 88Rachel L Kulengosky, 50Senad Kulenovic, 70Kristen Kulenych, 56Stanley C Kules, 95Douglas L Kulesa, 83Rich J Kulesa, 42Oxana Kuleshova, 42Cheryl A Kulesza, 69

Scott Kuldell Phones & Addresses

  • 78 Dalton Rd, Newton Center, MA 02459 (617) 964-5897
  • Newton, MA
  • Fort Collins, CO
  • 11 Wicwood Shores Rd, Meredith, NH 03253
  • 15 Wicwood Shores Rd, Meredith, NH 03253
  • 32 Garrison St, Boston, MA 02116
  • 78 Dalton Rd, Newton Center, MA 02459

Resumes

Resumes

Scott Kuldell Photo 1

Director Of Portfolio Management At Fidelity Investments

View page
Position:
Director of Portfolio Management at Fidelity Investments
Location:
Greater Boston Area
Industry:
Investment Management
Work:
Fidelity Investments
Director of Portfolio Management
Education:
Dartmouth College 1983 - 1987
AB, Mathematics
Scott Kuldell Photo 2

Scott Kuldell

View page

Publications

Us Patents

Selecting Investments For A Portfolio

View page
US Patent:
7870051, Jan 11, 2011
Filed:
Jul 1, 1999
Appl. No.:
09/346195
Inventors:
Xuehai En - Bedford MA, US
William Van Harlow - Concord MA, US
Hsiaoping R. Hua - Brookline MA, US
Scott Kuldell - Newton MA, US
Assignee:
FMR LLC - Boston MA
International Classification:
G06Q 40/00
US Classification:
705 36R
Abstract:
A method of constructing a portfolio includes receiving target allocations for different types of assets, receiving a list of investments available for inclusion in the portfolio, and selecting investments from the list of investments based on a measure of the risk-adjusted excess return of selected investments and the target allocations.

Centralized And Customized Asset Allocation Recommendation And Planning Using Personalized Profiling

View page
US Patent:
20160117771, Apr 28, 2016
Filed:
Oct 22, 2014
Appl. No.:
14/521270
Inventors:
- Boston MA, US
Su Zhang - Winchester MA, US
Zhaoying Lin - Winchester MA, US
Scott B. Kuldell - Newton MA, US
Jonathan Farrington Weed - Stoughton MA, US
International Classification:
G06Q 40/06
Abstract:
Methods and apparatuses, including computer program products, are described for generating an asset allocation recommendation using personalized, household, and trust profiling. A personalized asset allocation recommendation combines pre-defined cohort data with client input and generates a personalized roll-down schedule, which is then used in determining the asset projections and optimal withdrawal amount during distribution phase or optimal savings amount during accumulation phase. The personal profile and its associated asset allocation recommendation and asset allocation planning can be displayed dynamically in real-time fashion on a dashboard. A household asset allocation recommendation takes into consideration of various aspects of household needs that involving planning with multiple goals and accounts. The profiling questionnaire data for irrevocable trust is presented dynamically upon the determination of the structure of the irrevocable trust. Based on the conditionally collected data, an asset allocation that balances various beneficiaries' needs is recommended for the irrevocable trust.
Control profile
Scott B Kuldell from Newton, MA, age ~59 Get Report