10 Fidelity Investments executives
Three finance chiefs sit among these Fidelity Investments executives, a former company CFO and two brokerage CFOs, alongside the chairman and CEO, the chief risk officer, and the presidents of Enterprise Services and Fidelity Digital Assets. Seven hold current roles; three are retired or former, including the longtime president of National Financial. Useful for firms that partner with or compete against a large brokerage and want to understand how its leaders set priorities.
Professionals to explore
Abigail P. Johnson
LinkedInExperience: Chairman & CEO · Fidelity Investments
Abigail P. Johnson has been Chairman & CEO of Fidelity Investments since 2016 and Chief Executive Officer since 2014, after serving as President (2013–2014). Earlier Fidelity roles were Head of Retail, Workplace and Institutional Business (2005–2013) and President, Fidelity Asset Management (2001–2005). The top-down view on how the firm sets priorities across its businesses.
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David Golino
LinkedInExperience: CFO of Fidelity Brokerage Services and Personal Investing · Fidelity Investments
As CFO of Fidelity Brokerage Services and Personal Investing since 2019, David Golino leads teams covering the control environment, discretionary investment ROI, strategic decision support, business performance management and scale and efficiency work. David was also CFO, Wealth Management and Independent Investing (2012–2018), CFO of Fidelity Investments Life Insurance company (2005–2018) and VP and Corporate Controller at The Travelers Insurance Company (1996–2005).
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Jay Burke
LinkedInExperience: Chief Risk Officer · Fidelity Investments
Jay Burke has been Chief Risk Officer at Fidelity Investments since 2024. From 2018 to 2024 Jay was President Of Fidelity Service Company, a role that also covered Fidelity fund and investment operations, and before that Senior Vice President, Investment Operations and Oversight (2001–2018) and Vice President, Risk (2000–2001). A fit for risk oversight of fund operations.
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Jim Freeman
LinkedInExperience: Executive Vice President Head of Stock Plan Services · Fidelity Investments
Jim Freeman has been Executive Vice President Head of Stock Plan Services at Fidelity Investments since December 2025, and describes more than 30 years at the firm. Recent Fidelity titles include 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). The pick for workplace and equity compensation plan questions.
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Kristin White
LinkedInExperience: Chief Financial Officer, Fidelity Brokerage · Fidelity Investments
Kristin White has been Chief Financial Officer, Fidelity Brokerage since December 2023. Kristin's earlier Fidelity finance seats include SVP, Head of Distribution Finance, Personal Investing (2021–2023), SVP, Head of Central Finance, Personal Investing (2019–2021), SVP, Head Of Finance, Fidelity Capital Markets (2017–2019) and Vice President, Business Performance Analysis (2012–2017).
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Maggie Serravalli
LinkedInExperience: Chief Financial Officer · Fidelity Investments
Maggie Serravalli was Chief Financial Officer of Fidelity Investments from 2020 to 2024 and Chief Administrative Officer in 2024, leading the Corporate Services organization, and is now retired. Earlier Fidelity roles were Executive Vice President, Fidelity Healthcare Group (2017–2020) and Head of Client Experience, Fidelity Institutional (2007–2017), and Maggie was Managing Director at JPMorganChase (1983–2007).
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Michael O'Reilly
LinkedInExperience: Former President, Fidelity Digital Assets · Fidelity Investments
Michael O'Reilly took over as President, Fidelity Digital Assets in 2023, after five years as its Chief Operating Officer (2018–2023). Before the digital assets unit, Michael was Senior Vice President, Risk and Compliance (2014–2018), Senior Vice President Operations (2011–2014) and Vice President of Risk Management (2006–2011) at Fidelity. The person to ask about building a digital asset business inside a larger financial firm.
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Michael Wilens
LinkedInExperience: President, Enterprise Services · Fidelity Investments
Michael Wilens has been President, Enterprise Services at Fidelity Investments since 2011 and, by their own description, is a member of the FMR Board. Michael was President, Corporate Operations and Technology, Retirement Investing (2009–2011) and President, Asset Management (2008–2009), and at Thomson Reuters held EVP, Corporate Strategy & Technology (2006–2008) and CEO, North American Legal (2000–2006). A fit for shared technology and operations questions.
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Nancy Prior
LinkedInExperience: President, Fixed Income · Fidelity Investments
Fixed income was Nancy Prior's domain at Fidelity Investments: President, Fixed Income (2018–2020 and 2014–2017), President, Fixed Income and Multi-Asset Class Strategies (2017–2018), President, Money Markets and Short Duration Bonds (2013–2014) and President, Money Markets (2011–2013). Nancy speaks from a former seat on bond and money market businesses.
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Sanjiv Mirchandani
LinkedInExperience: Former President, National Financial · Fidelity Investments
Now retired, Sanjiv Mirchandani was President, National Financial at Fidelity Investments from 2009 to 2021, and also President, Fidelity Clearing & Custody Solutions (2015–2020) and Head of Client Relationship Group, Fidelity Institutional (2020–2021). Sanjiv describes a focus on helping wealth management firms with digital customer journeys and M&A strategy, which suits questions from firms that clear through a large custodian.
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Choose the right perspective
Brokerage economics and investment returns are best taken to Kristin White or David Golino, the two brokerage-side CFOs. Michael O'Reilly fits digital asset questions, Jay Burke fits risk and fund operations, and Jim Freeman fits workplace and stock plan services. Sanjiv Mirchandani and Nancy Prior speak from former seats in clearing and custody and in fixed income.
Questions to take into the conversation
- 01How does a large brokerage decide which new businesses, such as digital assets, get funded alongside its core investing products?
- 02What do the finance leaders of a brokerage division measure to judge whether a technology or efficiency investment paid off?
- 03How does a firm that serves both individual investors and other wealth firms keep the two businesses from competing with each other?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.