Karla Valas

Karla D'Alleva Valas

Vice President at Fidelity Investments

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Location:
200 Seaport Blvd, Boston, Massachusetts, United States
HQ Phone:
(617) 563-7000

General Information

Experience

Managing Director  - Complex Asset Group for Fidelity Charitable

Education

JD degree  - New England School of Law

bachelor of arts degree  - chemistry and sociology , Mount Holyoke College

master of laws degree  - taxation , Boston University School of Law

Recent News  

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

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Karla D'Alleva Valas, Managing Director, Fidelity Charitable began by illustrating how to leverage appreciation in illiquid assets for tax-efficient charitable giving.

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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.

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