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This profile was last updated on 6/22/2017 and contains contributions from the  Zoominfo Community.

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Wrong Karla Valas?

Karla D'Alleva Valas

Managing Director

Fidelity Investments

HQ Phone:  (617) 563-7000

Direct Phone: (617) ***-****direct phone

Email: k***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Fidelity Investments

200 Seaport Blvd

Boston, Massachusetts,02210

United States

Company Description

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. ...more

Background Information

Employment History

Vice President

Fidelity Charitable Gift Fund


President

Junior League of Worcester


Managing Director of the Complex Assets Group

Gift Fund


Vice President and Managing Director

Advanced Planning Group


Web References(41 Total References)


Giving Strategies - For Advisors | Fidelity Charitable

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas, Managing Director, Fidelity Charitable Complex Assets Group


What You Can Donate | Fidelity Charitable

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas
Vice President & Managing Director, Advanced Planning Group View full bio 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


Karla Valas | Fidelity Charitable

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas
Karla D'Alleva Valas Karla D'Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable, an independent public charity with a donor-advised fund program. In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Prior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable's chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program. Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. Ms. Valas earned her bachelor of arts degree 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 degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of 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.


www.hbsab.org

Karla Valas
Managing Director of the Complex Asset Group, Fidelity CharitableSM And Karla Valas from Fidelity CharitableSM Gift Fund discussed creative and effective ways to incorporate charitable giving into a personal financial plan. -- Karla Valas Karla Valas Managing Director of the Complex Asset Group, Fidelity CharitableSM Karla brings deep knowledge and technical expertise to donors who wish to contribute complex assets, such as privately held C-corp. or S-corp. shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact.


www.napfa.org

Karla Valas
Karla Valas Karla D'Alleva Valas is managing director of the Complex Asset Group for Fidelity CharitableĀ®, an independent public charity with a donor-advised fund program. In her current role, Ms. Valas manages a group that brings deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Prior to overseeing the Complex Asset Group for Fidelity CharitableĀ® and its unique service offering, beginning in 2001, Ms. Valas was chief compliance officer of Fidelity Charitable responsible for providing integrated tax, legal and compliance support for the donor-advised fund program. Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. Ms. Valas earned her bachelor of arts degree 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 degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of 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.


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