Karla Valas

Vice President at Fidelity Charitable Services

Karla Valas

Karla Valas

Vice President at Fidelity Charitable Services

Biography

Karla D'Alleva Valas

Vice President & Managing Director,
Advanced Planning Group

As managing director of the Complex Asset Group for Fidelity Charitable, Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these types of assets to achieve the most favorable tax treatment with the greatest charitable impact.

Ms. Valas has also held the role of chief compliance officer, responsible for providing integrated tax, legal and compliance support for our donor-advised fund program.

Prior to joining Fidelity Charitable, Ms. Valas was with Fidelity Investments, serving in various roles since 1998. She has also been an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.

Ms. Valas holds a bachelor of arts in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws in taxation from Boston University School of Law. She is admitted to practice law in Massachusetts and New York. Ms. Valas is an active member of the Junior League of Worcester, Inc., where she is a past president and also served as vice president of finance and treasurer

Overview
RelSci Relationships

21

Relationships
RelSci Relationships are individuals Karla Valas likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Financial Officer & Treasurer at Fidelity Investments Charitable Gift Fund

Relationship likelihood: Strong

Secretary & Chief Compliance Officer at Fidelity Charitable Services

Relationship likelihood: Strong

Vice President at Fidelity Charitable Services

Relationship likelihood: Strong

Vice President, Central Division, Complex Assets Group at Fidelity Investments Charitable Gift Fund

Relationship likelihood: Strong

Co-Founder at Fidelity Investments Charitable Gift Fund

Relationship likelihood: Strong

Vice President-Development at Fidelity Charitable Services

Relationship likelihood: Strong

President & Chief Executive Officer-US & Canada at Natixis Investment Managers LP

Relationship likelihood: Strong

Senior Vice President at Fidelity Charitable Services

Relationship likelihood: Strong

Senior Strategic Advisor at ImpactAssets, Inc.

Relationship likelihood: Strong

Interim Dean, Professor & Faculty Director, Price Center for Entrepreneurship & Innovation at UCLA Anderson School of Management

Relationship likelihood: Average

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Karla Valas
Vice President at Fidelity Charitable Services
Career History
Vice President
Current

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

Vice President & Managing Director, Advanced Planning Group
Tenure Unconfirmed

Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

Transactions
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IQVIA Holdings, Inc. issued Common Stock

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IQVIA Holdings, Inc. issued Common Stock

Events
Speaker
Las Vegas, NV, United States
2012 Skybridge Alternatives Conference

The SkyBridge Alternatives (SALT) Conference is committed to facilitating balanced discussions and debates on macro-economic trends, geo-political events and alternative investment opportunities within the context of a dynamic global economy. With over 1,800 thought leaders, public policy officials, business professionals, and investors from over 42 countries and 6 continents, the SALT Conference provides an unmatched opportunity for attendees from around the world to connect with global leaders and network with industry peers. Over the course of the program, more than 100 speakers will participate in over three dozen panels, speeches, and breakout sessions that address critical geopolitical and economic issues. The agenda is designed to provide multiple perspectives on a variety of salient topics within the context of a dynamic global economy. With notable keynote speakers such as President Bill Clinton, President George W. Bush, President Sarkozy, Prime Minister Tony Blair, Prime Minister Ehud Barak, Vice President Al Gore, Governor Mitt Romney, General Colin Powell, the Honorable Gordon Brown, Timothy Geithner, Secretary Leon Panetta, Jean-Claude Trichet, Minister Lim Hng Kiang, Lim Chow Kiat, Jim Rogers, Nouriel Roubini, Kishore Mahbubani, Steve Cohen, Daniel Loeb, John Paulson, Paul Singer, Al Pacino and Oliver Stone, the SALT Conference has proven to be an enlightening, informative and entertaining event.

Other Affiliations
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