Profile
Ms. Wendy Hales is Wealth Manager & Managing Director at Baker Avenue Asset Management LP since July 2013.
Ms. Hales was employed as a Consultant by Pyramis Global Advisors LLC, a Principal by Salt Lake County Bar Association, and Travel Agent by Council Travel.
Ms. Hales received her bachelor's degree in Psychology from Utah State University.
Former positions of Wendy Hales
Companies | Position | End |
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FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 2013-05-31 |
Salt Lake County Bar Association | Corporate Officer/Principal | 1999-12-31 |
Council Travel
Council Travel Other Consumer ServicesConsumer Services Part of Helloworld Travel Ltd., Council Travel is a travel agency that specializes in serving students. Council Travel was acquired by STA Travel, part of Helloworld Travel Ltd. from November 30, 2021 on May 06, 2002. | Corporate Officer/Principal | 1997-12-30 |
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Portfolio Manager-Equities | - |
Training of Wendy Hales
Utah State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
Council Travel
Council Travel Other Consumer ServicesConsumer Services Part of Helloworld Travel Ltd., Council Travel is a travel agency that specializes in serving students. Council Travel was acquired by STA Travel, part of Helloworld Travel Ltd. from November 30, 2021 on May 06, 2002. | Consumer Services |
Salt Lake County Bar Association | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
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