Family Office
Fidelis Capital
Fidelis Capital is a US wealth management firm founded in 2022 and based in Tampa, Florida.The firm's investment approach is led by Co-CIOs Matt Michaels and Neale Ellis, who joined in August 2022. Prior to joining Fidelis Capital, Michaels served as managing director and senior investment strategist at Wells Fargo Pri…
Asset classes & sectors
Digital Assets
Decision-makers
Christopher Tate
Partner, Wealth Strategist
Ashley Connor
Client Service Associate
Ben Hilyard
Partner, Fiduciary Specialist
Richard F Simonetti
CHIEF EXECUTIVE OFFICER
Christy Jean Fabian
CHIEF COMPLIANCE OFFICER
Timothy Barnard Kneen
SHAREHOLDER AND ELECTED MANAGER
Thomas D Klauer
SHAREHOLDER AND ELECTED MANAGER
Cassandra Kneen
ELECTED MANAGER
Paul Trippe
Partner & Investment Committee Member
Libby Castle Lohmeier
Investment Specialist & Relationship Manager
Joe Diffley
Investment Specialist & Investment Committee Member
Chris Gunster
Partner & Head of Fixed Income
Members only
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