10 Fidelity finance leaders

Experience: Vice President, Finance - Devonshire Investors, Fidelity Investments Private Equity Group · Fidelity Investments

Vice President, Finance - Devonshire Investors, Fidelity Investments Private Equity Group at Fidelity Investments since 2016; the profile says he initiated and implemented a cross-functional ERP implementation. Former Senior Director, Devonshire Investors, Fidelity Investments Private Equity Group (2010–2016) and Director, Transaction Services at KPMG US (2007–2010); Head of Finance at NovoEd since 2025.

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

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

Experience: SVP CFO Fidelity Capital Markets · Fidelity Investments

Former SVP CFO Fidelity Capital Markets at Fidelity Investments (2014–2017) and SVP Corporate Finance (2008–2014), a role in which the profile says he led the corporate finance organization. He was also SVP CFO Fidelity Investments Institutional Services (FIIS) (2003–2008) and VP Finance (1995–2003) at Fidelity Investments.

Experience: Vice President, Finance · Fidelity Investments

Vice President, Finance at Fidelity Investments since 2022; the profile headline gives the role as Vice President - Finance, Workplace Investing Pricing Data Architecture & Analytics. The profile also lists Senior Director, WI Pricing (from 2017) and Director, Strategic Planning Division (from 2008) at Fidelity Investments as current, and Senior Finance Consolidation Analyst there (2006–2008).

Experience: Senior Finance Director · Fidelity Investments

Former Senior Finance Director at Fidelity Investments (2005–2018); the profile says he managed teams responsible for the annual budget process, monthly forecasting, five-year strategic planning, management reporting and operational/financial results. He was also Director of Financial Planning and Analysis, Corporate Technology Group at Fidelity Investments (2003–2005) and Financial Director at Federal Reserve Bank of Boston (2019–2023).

Experience: Chief Financial Officer, Fidelity Brokerage · Fidelity Investments

Chief Financial Officer, Fidelity Brokerage at Fidelity Investments since 2023; the profile headline describes the brokerage as $3T+ AUA and 22M investors. Former 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) at Fidelity Investments.

Experience: Vice President Finance · Fidelity Investments

Vice President Finance at Fidelity Investments since 2024; the profile says the team supports the real estate organization by managing monthly financials, budget planning and project management, domestically and internationally. Former Head of FI Central Finance (2023–2024), Vice President Finance (2022–2023) and Director of Finance (2020–2022) at Fidelity Investments.

Experience: VP of Finance · Fidelity Investments

VP of Finance at Fidelity Investments since 2019. Former Senior Director Finance, Corporate Business Development (2017–2019), Director, Corporate Business Development (2015–2017) and Analyst, Corporate Business Development (2012–2015) at Fidelity Investments, and Deals Associate, Valuation at PwC (2010–2012).

Experience: Vice President Finance - Institutional Wealth Management Services (Clearing & Custody) · Fidelity Investments

Vice President Finance - Institutional Wealth Management Services (Clearing & Custody) at Fidelity Investments since 2026. Former Director of Finance - Institutional Wealth Management Services (Clearing & Custody) (2023–2026), Senior Finance Manager - Workplace Investing (2021–2023) and Financial Analyst - Corporate Finance (2017–2019) at Fidelity Investments.

Experience: Vice President Finance · Fidelity Investments

Vice President Finance at Fidelity Investments since 2020, a role the profile lists in the Finance & Accounting department. Former Senior Director of Finance (2015–2020), Director of Finance (2012–2015) and Senior Financial Analyst (2006–2012) at Fidelity Investments, and Financial Analyst at Fifth Third Securities (2005–2006).