Douglas Balsam
Vice President, Tax Exempt Market Consultant Relations @ Fidelity Investments
About Douglas Balsam
Douglas Balsam serves as the Vice President of Tax Exempt Market Consultant Relations at Fidelity Investments, a position he has held since 2023. Previously, he worked for 25 years at Fiducient Advisors in various roles, including Managing Partner and Director of Institutional Consulting.