Karla D'Alleva Valas

At-a-Glance

Head of Private Wealth Management at Fidelity
Led Fidelity Charitable to become the leading donor advised fund sponsor in the country
Helped philanthropists contribute $125 billion through Fidelity Charitable
Generated $84.5 billion in grants to over 406,000 nonprofit organizations

Biography

Karla D'Alleva Valas serves as the Head of Private Wealth Management at Fidelity. In this role, she leads advisor teams dedicated to providing comprehensive financial planning for individuals and families. Her work focuses on helping clients preserve and grow their wealth, navigate financial transitions, and strategically transfer wealth to future generations and charitable causes.