Wealth management
10 Fidelity HR leaders
These ten current and former Fidelity HR leaders have served as vice presidents of human resources and HR business partnering, and as HR and HR business partner directors at Fidelity Investments. A reader can learn how HR leaders work at Fidelity from people who have held the role.
Professionals to explore
01—10Heather Lewis Berke
LinkedInExperience: Vice President, Brokerage Human Resources - Regional Centers · Fidelity Investments
Vice President, Brokerage Human Resources - Regional Centers at Fidelity Investments since October 2025. Former Vice President, Human Resources & Diversity & Inclusion at Fidelity Investments (1995–2025). The profile mentions building strong relationships, influencing stakeholders, driving diversity and inclusion and being a trusted adviser.
Heather Masera
LinkedInExperience: Director, Human Resources · Fidelity Investments
Director, Human Resources at Fidelity Investments since January 2026, described as the HR business partner supporting the Digital Assets Technology and Strategy & Delivery Enablement organizations within the Brokerage business. Former Senior Manager, Human Resources at Fidelity Investments (2024–2026) and Talent Acquisition Consultant at Fidelity TalentSource (2022–2024).
Jennifer Carnevale
LinkedInExperience: Vice President Human Resources · Fidelity Investments
Vice President Human Resources at Fidelity Investments since January 2024, listed in Human Resources at the President/Vice President level; the profile headline names the role as Vice President, HR Business Partner. Former Human Resources Director at Fidelity Investments in roles from 2017 to 2024, and Director, Regional Human Resources (2015–2017).
Karen Berdugo
LinkedInExperience: Director, Human Resources Fidelity Wealth Marketing · Fidelity Investments
Director, Human Resources Fidelity Wealth Marketing at Fidelity Investments since May 2026. Former Director, Talent Partner (Marketing, OSG, and CE) Fidelity Wealth Talent and Learning (2024–2026), Sr. Manager, Talent Management (2022–2024) and Manager, Talent Management (2021–2022) at Fidelity Investments. The headline lists talent strategy and leadership development.
Kelsey Shea Ahearn
LinkedInExperience: Director, Human Resources · Fidelity Investments
Director, Human Resources at Fidelity Investments since August 2026, listed in Human Resources at the Director level, with the profile headline naming the work as HR business partner. Former Senior Manager, Human Resources (2022–2024), Manager, Human Resources (2021–2022) and HR Rotational Associate (2019–2021) at Fidelity Investments.
Liz Fitts
LinkedInExperience: Vice President Human Resources Business Partner · Fidelity Investments
Vice President Human Resources Business Partner at Fidelity Investments since October 2024, described as Head of HR for the Fidelity Center for Applied Technology (FCAT). Former Vice President Human Resources Business Partner at PTC (2022–2023), Head of Human Resources at Virtustream (2020–2022), and Senior Director of Human Resources, Chief Customer Office at Dell Technologies (2018–2020).
Srilakshmi Ramagopal
LinkedInExperience: Former Director-HR Business Partner · Fidelity Investments
Former Director-HR Business Partner at Fidelity Investments in Bengaluru (2023–2025), and former Manager Staffing at Fidelity Investments (2015–2023). Former Leadership Hiring-Specialist at Hewlett Packard Enterprise (2012–2015). The profile lists recruitment, resource management and staffing, and performance management.
Stephanie Segars
LinkedInExperience: Director, Human Resources · Fidelity Investments
Director, Human Resources at Fidelity Investments since December 2024, described as delivering HR business partnership and coaching to mid and senior-level leaders in the FFIOT organization. Former Director, Human Resources Business Partner at AMD (2022–2024), Director Human Resources at Qualcomm (2008–2022), and Human Resources Manager at Pratt & Whitney (2005–2008).
Summer Mohn
LinkedInExperience: Director, HR Business Partners · Fidelity Investments
Director, HR Business Partners at Fidelity Investments since February 2024, listed in Human Resources at the Director level. Former VP, Talent Management & Organizational Effectiveness (2022–2024) and VP, Senior Human Resources Business Partner (2019–2022) at Texas Capital, and Manager, Human Resources Business Partner at GM Financial (2018–2019).
Teri Morgan
LinkedInExperience: Human Resources Director · Fidelity Investments
Human Resources Director at Fidelity Investments since November 2025, described as partnering with senior leaders within the Wealth business. Former Senior Global Human Resources Business Partner (2022–2025), NA Human Resources Business Partner (2017–2022) and Sr. Recruiting Manager (2014–2017) at Thermo Fisher Scientific.
Choose the right perspective
Match the person's coverage to your question: leaders who support technology groups suit questions about tech talent, while brokerage and wealth HR leaders suit questions about client-facing and service teams. Check each person's dates to see how current their experience is.
Questions to take into the conversation
- 01How do you partner with business leaders on workforce strategy in a large financial services firm?
- 02What does HR support look like for a technology organization inside a financial company?
- 03How do you develop managers across large service and operations centers?
Reaching Fidelity HR leaders
How can I contact one of these Fidelity HR leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Fidelity Investments, based on profile data retrieved on October 13, 2026. Being listed here doesn't mean someone has agreed to take calls.
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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.
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