10 Fidelity Investments executives

Experience: Chairman & CEO · Fidelity Investments

Chairman & CEO of Fidelity Investments since 2016 and Chief Executive Officer since 2014. Her profile also lists President (2013–2014), Head of Retail, Workplace and Institutional Business (2005–2013) and President, Fidelity Asset Management (2001–2005) at Fidelity Investments.

Experience: CFO of Fidelity Brokerage Services and Personal Investing · Fidelity Investments

CFO of Fidelity Brokerage Services and Personal Investing at Fidelity Investments since 2019; his profile says he leads teams responsible for control environment, discretionary investment ROI, strategic decision support and business performance management. He was CFO, Wealth Management and Independent Investing (2012–2018) and Chief Financial Officer of Fidelity Investments Life Insurance company (FILI) (2005–2018).

Experience: Chief Risk Officer · Fidelity Investments

Chief Risk Officer at Fidelity Investments since 2024. He was President of Fidelity Service Company (2018–2024), Senior Vice President, Investment Operations and Oversight (2001–2018) and Vice President, Risk (2000–2001) at Fidelity Investments, and Vice President, Channel Services and Operations at Fidelity Trust Company (1998–2000).

Experience: Executive Vice President Head of Stock Plan Services · Fidelity Investments

Executive Vice President Head of Stock Plan Services at Fidelity Investments since December 2025. His profile also lists Executive Vice President Workplace Investing Client Engagement Group (2024–2026), Head of Sales, Workplace Investing (2023–2024) and Head of One Stop Life Shop (2019–2023) at Fidelity Investments.

Experience: Chief Financial Officer, Fidelity Brokerage · Fidelity Investments

Chief Financial Officer, Fidelity Brokerage at Fidelity Investments since 2023; her profile headline cites Fidelity Investments Brokerage CFO ($3T+ AUA, 22M Investors). She was SVP, Head of Distribution Finance, Personal Investing (2021–2023), SVP, Head of Central Finance, Personal Investing (2019–2021) and SVP, Head Of Finance, Fidelity Capital Markets (2017–2019).

Experience: Chief Financial Officer · Fidelity Investments

Former Chief Financial Officer of Fidelity Investments (2020–2024) and former Chief Administrative Officer (2024); her profile says that as Chief Administrative Officer she led the Corporate Services organization. She was also Executive Vice President, Fidelity Healthcare Group (2017–2020) and Head of Client Experience, Fidelity Institutional (2007–2017).

Experience: President, Fidelity Digital Assets · Fidelity Investments

President, Fidelity Digital Assets at Fidelity Investments since 2023. He was Chief Operating Officer, Fidelity Digital Assets (2018–2023), Senior Vice President, Risk and Compliance (2014–2018), Senior Vice President Operations (2011–2014) and Vice President of Risk Management (2006–2011) at Fidelity Investments.

Experience: President, Enterprise Services · Fidelity Investments

President, Enterprise Services at Fidelity Investments since 2011; his profile headline also describes him as a Member of the FMR Board. He was President, Corporate Operations and Technology, Retirement Investing (2009–2011) and President, Asset Management (2008–2009) at Fidelity Investments, and EVP, Corporate Strategy & Technology at Thomson Reuters (2006–2008).

Experience: President, Fixed Income · Fidelity Investments

Former President, Fixed Income at Fidelity Investments (2018–2020). Her Fidelity Investments roles also include President, Fixed Income and Multi-Asset Class Strategies (2017–2018), President, Fixed Income (2014–2017), President, Money Markets and Short Duration Bonds (2013–2014) and President, Money Markets (2011–2013).

Experience: President, National Financial · Fidelity Investments

Former President, National Financial at Fidelity Investments (2009–2021) and former President, Fidelity Clearing & Custody Solutions (2015–2020). He was also Head of Client Relationship Group, Fidelity Institutional (2020–2021) and President, Personal Investing Products & Marketing (2007–2009); his profile lists him as retired since 2021.