Nathan Daley

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

Nathan Daley

Nathan Daley

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

Biography

Nathan Daley is vice president of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.

Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.

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Chief Financial Officer & Treasurer at Fidelity Investments Charitable Gift Fund

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Secretary & Chief Compliance Officer at Fidelity Charitable Services

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Vice President at Fidelity Charitable Services

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Vice President at Fidelity Charitable Services

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Co-Founder at Fidelity Investments Charitable Gift Fund

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Vice President-Development at Fidelity Charitable Services

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Director of General Partner at Loomis, Sayles & Company LP

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President at Fidelity Investments Charitable Gift Fund

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Senior Vice President at Fidelity Charitable Services

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Chief Compliance Officer at Fidelity Investments Charitable Gift Fund

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Nathan Daley
Vice President, Central Division, Complex Assets Group at Fidelity Investments Charitable Gift Fund
Career History
Vice President, Complex Assets Group
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, Central Division, Complex Assets Group
Current

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.

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IQVIA Holdings, Inc. issued USD Common Stock

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IQVIA Holdings, Inc. issued USD Common Stock

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IQVIA Holdings, Inc. issued USD Common Stock

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