Fidelity Management and Research

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.46 trillion in assets under management as of March 2018. Customer service: 1 (800) 343-3548 Headquarters: Boston, MA CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.5 trillion USD (2018) Parent organization: FMR LLC Subsidiaries: Strategic Advisers, Inc,

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Fidelity Management and Research Employees

Employee
Years
Job
Industry
Li Zhu, Ph.D., CFA Li Zhu, Ph.D., CFA Greater Boston Area Details
Li Zhu, Ph.D., CFA's Fidelity Management and Research Experience December 2010 - Present
Job Investment Analyst/Bond Strategist
Industry Financial Services
Experience
Fidelity Management and Research   December 2010 - Present
Western Asset  October 2009 - November 2010
The Vanguard Group  June 2004 - May 2009
The Vanguard Group  April 1999 - June 2004
GE Financial Assurance  March 1998 - March 1999

Skills
Portfolio Management, Modeling, Fixed Income, Risk, Quantitative Modeling, Statistical Modeling, Financial Services, Financial Modeling, Analytics, Investments, Financial Risk, Strategy, Analysis, Equities, Mutual Funds, SAS, Bloomberg, Segmentation, Asset Management, Derivatives, Capital Markets

Education
University of Florida   1990 — 1995
Ph.D., Economics/Finance

East China Normal University

Nick Elward Nick Elward Greater Boston Area Details
Nick Elward's Fidelity Management and Research Experience December 1995 - November 1996
Job Senior Vice President, Head of Business Development at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  March 2014 - Present
State Street Global Advisors  June 2010 - March 2014
Fidelity Personal and Workplace Investing   November 2006 - March 2010
Fidelity Investments Canada, LTD  November 2005 - November 2006
Fidelity Brokerage Company  May 2003 - November 2005
Fidelity Investments Institutional Services  August 1999 - May 2003
Fidelity Investments Institutional Services  April 1998 - August 1999
Fidelity Investments Institutional Services  November 1996 - April 1998
Fidelity Management and Research   December 1995 - November 1996
Merrill Lynch  January 1995 - May 1995

Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services

Education
Boston University   2012 — 2013
School of Financial Planning

Northeastern University   1995 — 2000
Masters, Business Administration

College of the Holy Cross   1991 — 1995
BA, Political Science

St. John's Preparatory School   1987 — 1991

Butchi Nalajala Butchi Nalajala Greater New York City Area Details
Butchi Nalajala's Fidelity Management and Research Experience May 1996 - December 1997
Job Software Developer at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland  August 2014 - Present
Royal Bank of Scotland  May 2013 - August 2014
Goldman Sachs  April 2011 - May 2013
Shaarpelp Inc   January 2005 - April 2011
Goldman Sachs  January 1998 - December 2004
Fidelity Management and Research   May 1996 - December 1997
Sybase Inc  August 1994 - May 1996
Sun Microsystems  September 1993 - August 1994
UPS  October 1992 - August 1993
Sun Microsystems  April 1992 - September 1992

Skills
Business Analysis, Software Design, Trading Systems, Derivatives, Software Project..., Fixed Income, SDLC, Investment Banking, Equities, SQL, Agile Methodologies, Sybase, Software Development, Strategic Planning, Enterprise Software, Java, IT Strategy, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Unix, Java Enterprise Edition, Eclipse, SOA, Trading, Web Services, Databases, Electronic Trading, Risk Management, Architectures, Architecture, Equity Derivatives, Market Data

Education
Indian Institute of Technology   1986 — 1988
Master of Technology (M.Tech.), Computer Science

University of Hyderabad   1984 — 1986
Master of Science (M.Sc.), Mathematics

Laurel Dimatteo Laurel Dimatteo Duxbury, Massachusetts Details
Laurel Dimatteo's Fidelity Management and Research Experience March 1999 - June 2000
Job Account Manager and Independent Consultant at Self Employed
Industry Information Technology and Services
Experience
Self Employed  January 2011 - Present
Thomson Reuters  June 2008 - July 2010
Reuters StockVal  June 2000 - July 2010
Fidelity Management and Research   March 1999 - June 2000
Standish Mellon Asset Management  January 1994 - March 1999

Skills
Market Data, Salesforce.com, Account Management, Equities, Windows, Customer Service, Business Development, Financial Services, Sales, Trading, Vendor Management, Business Analysis, Management, Investments, Training, Relationship Management, Sales Operations, Portfolio Management

Education
Merrimack College   1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General

Merrimack College
Bachelor BA degree, Finance, General

Mike Vinciquerra Mike Vinciquerra Greater Atlanta Area Details
Mike Vinciquerra's Fidelity Management and Research Experience June 1997 - August 1997
Job Development Director at Georgia Conservancy
Industry Nonprofit Organization Management
Experience
Georgia Conservancy  July 2014 - Present
Georgia Conservancy  December 2013 - July 2014
Georgia Conservancy  January 2013 - December 2013
Piedmont Park Conservancy  May 2012 - December 2012
Piedmont Park Conservancy  January 2012 - February 2012
Georgia Conservancy  June 2011 - January 2012
Trees Atlanta  June 2011 - September 2011
BMO Capital Markets  March 2007 - May 2011
Raymond James Financial  August 1998 - March 2007
Fidelity Management and Research   June 1997 - August 1997

Skills
Financial Modeling, Sales, Competitive Analysis, Business Writing, Strategic Planning, Financial Analysis, Fundraising, Valuation, Non-profits, Marketing, Research, Equities, Grants, Grant Writing

Education
Duke University - The Fuqua School of Business   1996 — 1998
Master of Business Administration, Finance and Marketing Concentrations

Ohio University   1989 — 1993
Bachelor of Business Administration, Finance, International Business, Business Pre-Law

Steve Rye Steve Rye Greater Boston Area Details
Steve Rye's Fidelity Management and Research Experience 2006 - 2009
Job Chief Investment Officer at Northern Capital Securities Corp.
Industry Investment Management
Experience
Northern Capital Securities Corp.   2009 - Present
Fidelity Management and Research   2006 - 2009
Deutsche Bank  2002 - 2006
Morgan Stanley  2000 - 2002
Freddie Mac  1997 - 2000
Dean Witter  1990 - 1997
Thomas Cook Foreign Exchange   January 1988 - January 1990

Skills
Derivatives, Securities, Fixed Income, MBS, Bloomberg, Series 7, Equities, Capital Markets, Interest Rate..., Trading, Options, Investment Banking, Financial Markets, Asset Managment, Market Risk

Education
American University - Kogod School of Business   1985 — 1989
Bachelor of Science (BS)

W.T. Woodson

Jim Russo Jim Russo Greater New York City Area Details
Jim Russo's Fidelity Management and Research Experience August 2004 - July 2007
Job Senior Equity Analyst at TimesSquare Capital Management
Industry Investment Management
Experience
TimesSquare Capital Management  November 2011 - Present
Adage Capital Management  September 2007 - November 2011
Fidelity Management and Research   August 2004 - July 2007
Fidelity Management and Research   June 2003 - August 2003

Skills
Triathlete, Analysis, Equity Valuation, Stock Picking, Value Investing, Buy-side, Valuation, Equities, Mutual Funds, Emerging Markets, Equity Research, Hedge Funds, Due Diligence, Chartered Financial..., Financial Modeling, Fixed Income, Investment Banking, Triathlon, Institutional..., Sell Side, Trading, Bloomberg, Equity Trading, Investor Relations, Investment Research, Venture Capital, Financial Markets, High Yield, Investments, Business Intelligence, Portfolio Management

Education
Columbia University - Columbia Business School   2012 — 2014
Master of Business Administration (M.B.A.)

Boston College   2000 — 2004
BS, Finance and Economics

Lawrence Rentz Lawrence Rentz Greater Boston Area Details
Lawrence Rentz's Fidelity Management and Research Experience June 1997 - March 2010
Job Head of Trading at Monashee Capital LLC
Industry Financial Services
Experience
Monashee Capital LLC   April 2012 - Present
.   March 2010 - April 2012
Fidelity Management and Research   June 1997 - March 2010
Miller Tabak Roberts Securities, LLC  September 1994 - June 1997
PGA Tour -Nike Tour   1984 - 1994
Winged Foot Golf Club  March 1992 - November 1993

Skills
Trading, Fixed Income, Bloomberg, Securities Trading, Execution and Idea..., Equity Trading, Derivatives

Education
University of Florida
BA, History

Brian Kinney Brian Kinney Greater Boston Area Details
Brian Kinney's Fidelity Management and Research Experience January 1995 - January 2001
Job Senior Managing Director at State Street
Industry Financial Services
Experience
STATE STREET GLOBAL ADVISORS  November 2009 - Present
STATE STREET GLOBAL ADVISORS  September 2003 - March 2010
FIDELITY INVESTMENTS - CAPITAL MARKETS   January 2001 - January 2003
FIDELITY MANAGEMENT AND RESEARCH   January 1995 - January 2001
McCANN-ERICKSON  January 1994 - January 1995

Skills
Investments, Portfolio Management, MBS, Fixed Income, ETFs, Hedge Funds, Mutual Funds

Education
Boston College   1999 — 2003
MBA Degree, 2002

Fairfield University   1990 — 1994
BA

Nicole Pytlak, CFA Nicole Pytlak, CFA Greater Boston Area Details
Nicole Pytlak, CFA's Fidelity Management and Research Experience June 1998 - March 2001
Job Principal, Client Portfolio Director
Industry Investment Management
Experience
Mercer Investment Management   September 2010 - Present
PanAgora Asset Management  November 2009 - September 2010
PanAgora Asset Management  January 2008 - November 2009
Putnam Investments  2001 - 2007
Fidelity Management and Research   June 1998 - March 2001

Skills
Asset Allocation, Asset Management, Investments, Relationship Management

Education
Northeastern University   1993 — 1998

Alex Sokol Alex Sokol Greater Boston Area Details
Alex Sokol's Fidelity Management and Research Experience 1997 - 1999
Job Database Specialist Systems Integration at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  August 2008 - Present
State Street Bank  2006 - 2008
Wellington Management  2004 - 2006
Boston Communications Group  1999 - 2004
Fidelity Management and Research   1997 - 1999

Skills
Data Warehousing, SQL, Oracle, Solaris, PL/SQL, Sybase, SDLC, Unix, Enterprise Architecture, High Availability, Databases, SQL Tuning, Red Hat Linux, Database Design, Software Development, Data Modeling, ETL, Performance Tuning, Oracle RAC, Integration, RMAN

Education
Saint Petersburg State University of Aerospace and Instrumentation   1973 — 1981
Master's degree, Electrical and Electronics Engineering

Joseph Soukup Joseph Soukup Greater Chicago Area Details
Joseph Soukup's Fidelity Management and Research Experience August 2005 - June 2008
Job Senior Research Associate at Citadel LLC
Industry Investment Management
Experience
Citadel LLC  July 2011 - Present
University of Chicago Booth School of Business  September 2009 - June 2011
FIDELITY MANAGEMENT AND RESEARCH   August 2005 - June 2008
COYOTE CAPITAL MANAGEMENT   January 2004 - May 2005
WELLS FARGO EDUCATIONAL FINANCIAL SERVICES   May 2004 - August 2004

Skills
Financial Modeling, Valuation, Investments, Equities, Asset Allocation, Accounting, Analysis, Finance

Education
The University of Chicago - Booth School of Business   2009 — 2011
Master

The University of South Dakota   2001 — 2005
Bachelor of Business Administration

Walt Pollard Walt Pollard Greater Boston Area Details
Walt Pollard's Fidelity Management and Research Experience September 2005 - July 2010
Job Senior Vice President Associate General Counsel at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman  February 2010 - Present
Fidelity Management and Research   September 2005 - July 2010
Goodwin Procter LLP  September 1998 - September 2005
Schulte Roth & Zabel LLP  October 1996 - August 1998

Skills
Building and Managing..., Corporate Law, Securities Regulation, Banking, Alternative Investments, Securities, Mutual Funds, Derivatives, Portfolio Management, Investment Management, Finance, Capital Markets, Hedge Funds, Private Placements

Education
Rutgers University School of Law - Camden   1991 — 1994

The New School   1987 — 1989

Eastern Nazarene College   1982 — 1986

Christopher Iovanna, CFA Christopher Iovanna, CFA Boston, Massachusetts Details
Christopher Iovanna, CFA's Fidelity Management and Research Experience August 2012 - June 2014
Job Vice President, Client Portfolio Manager at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management  July 2014 - Present
Fidelity Management and Research   August 2012 - June 2014

Skills
Series 66, Series 7, FINRA, Mutual Funds, Asset Management, Securities, Investments, Investment Advisory, Product Management, Product Development, Fixed Income, Uniform Combined State..., Alternative Investments

Education
Boston University
Bachelor, Economics and Business

Boston University

William Whelan William Whelan Greater Boston Area Details
William Whelan's Fidelity Management and Research Experience August 2005 - June 2008
Job Principal at Partners Capital
Industry Investment Management
Experience
Partners Capital   June 2010 - Present
Millennium Partners  September 2008 - December 2009
Fidelity Management and Research   August 2005 - June 2008

Education
Harvard University

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