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Michael S

Series 65, Series 66

Bethesda, MD

Fidelis Capital

Michael Sellers is a financial advisor at Fidelis Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Bank of America Private Bank, Highline Wealth Management, and Ameriprise. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and business consulting. The firm employs a multi-disciplinary investment approach combining quantitative, fundamental, technical, and economic analysis, and also acts as a sub-advisor to a private fund.

Options & derivatives strategies Active portfolio management Founder/Business Owner Executive
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Benjamin H

Series 65

Bethesda, MD

Fidelis Capital

Benjamin Hilyard is a financial advisor at Fidelis Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at Bank of America, Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to manage portfolios using both long- and short-term strategies.

Options & derivatives strategies Active portfolio management Founder/Business Owner Executive
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Christopher T

Series 65

Bethesda, MD

Fidelis Capital

Christopher Tate is a financial advisor at Fidelis Capital with a Series 65 designation and two years of industry experience. He previously worked at Bank of America Private Bank and Wells Fargo Private Bank, totaling 12 years in private banking roles. Since May 2024, he has contributed investment-related articles to Kiplinger. Fidelis Capital Partners serves individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and business entities, offering portfolio management, financial planning, and consulting services. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its investment decisions and manages approximately $1.63 billion in discretionary assets.

Options & derivatives strategies Active portfolio management Founder/Business Owner Executive
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Aaron W

CFA®

Bethesda, MD

Fidelis Capital

Aaron Wall is a CFA® charterholder with three years of industry experience. He is currently an advisor at Fidelis Capital and previously worked at Bank of America for six years. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, nonprofit organizations, and business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and serves a mix of retail, institutional, and investment company clients, including through sub-advisory roles.

Options & derivatives strategies Active portfolio management Founder/Business Owner Executive
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