member
Kyle Fellers
Carlson Investments
Profile Picture
Phone Number
603-224-5977
Work Address

Two Capital Plaza, Suite 404
Concord, NH 03301
United States

Regions Served
Statewide
Consultant Tags
Banking & Financial Services
Board Governance

Kyle I. Fellers

Relationship & Portfolio Manager

Kyle joined D.L. Carlson in early 2016 and assists clients with portfolio management and retirement planning. He also monitors Carlson’s model portfolios. Kyle has twenty-five years’ of investment experience. After earning his B.A. in History at the University of New Hampshire, Kyle began his career at Fidelity Investments and worked in several experience-building roles helping investors with retirement and investment guidance. His last role with Fidelity was as a Portfolio Specialist assisting the Wall Street, NY, office providing market insight and investment support to clients. 

Kyle has two children, Anna and Ian. Besides shuttling kids to and from soccer and baseball games, he enjoys skiing and Mountain Biking as well as spending time with friends and family on the lake.

Organization
Circle Program
Reference Name
Beth Dever
Address
Plymouth, NH
Description of Work Done
I help manage the Circle Endowment portfolio.
Organization
Harvest Invitational Golf Tournament
Reference Name
Josh Lund
Address
Concord, NH
Description of Work Done
Sit on the board and help with organization of the tournament and determining scholarships.