Wealth management
10 Fidelity operations leaders
These ten Fidelity Investments operations leaders, including the COO of Fidelity's Operations & Services Group, hold or have held executive vice president, senior vice president, chief operating officer, head of operations or director of operations roles at the firm. A reader can learn how operations leaders build and run their teams in wealth management businesses.
Professionals to explore
01—10Charlotte McPherson
LinkedInExperience: SVP Head of Middle Office Operations · Fidelity Investments
SVP Head of Middle Office Operations at Fidelity Investments since June 2019; the profile says the role leads operations for Middle Office within the Fund & Investment Operations division. Former Vice President IT Product Development (2013–2019) and Director - IT Product Manager (2008–2013) at Fidelity Investments.
Chris Hock
LinkedInExperience: Chief Operating Officer, Workplace Investing · Fidelity Investments
Former Chief Operating Officer, Workplace Investing (2016–2017), EVP, Workplace Investing Operations (2009–2016), SVP, Defined Benefit Operations and Implementation (2006–2009) and Head of Fidelity Benefits Marketplace (2017–2020) at Fidelity Investments. The profile says Chris Hock is retired and volunteers with various organizations.
Christopher O'Brien
LinkedInExperience: SVP, Head of Capacity Planning & Operations · Fidelity Investments
SVP, Head of Capacity Planning & Operations at Fidelity Investments since March 2022; the profile says the role leads operations for Fidelity's Wealth and Brokerage Regional Centers. Former Senior Vice President, Site General Manager (2017–2022), Head of PI Regional Center Operations (2014–2017) and Vice President, WPS Capacity Planning and Analytics (2008–2013) at Fidelity Investments.
Matthew Cirone
LinkedInExperience: Sr. Director of Operations · Fidelity Investments
Sr. Director of Operations at Fidelity Investments since July 2017, a role the profile places in Covington, Kentucky and lists in the Operations department at Director level. Former Director of Operations (2014–2017) and Product Manager (2010–2014) at Fidelity Investments.
Michael O'Reilly
LinkedInExperience: Chief Operating Officer, Fidelity Digital Assets · Fidelity Investments
Former Chief Operating Officer, Fidelity Digital Assets at Fidelity Investments (2018–2023), a role the profile says led custody operations, execution services, technology, product delivery, client service, and business execution and controls. President, Fidelity Digital Assets since November 2023, and former Senior Vice President Operations at Fidelity Investments (2011–2014).
Phil Donovan
LinkedInExperience: COO, Digital Workplace · Fidelity Investments
COO, Digital Workplace at Fidelity Investments since April 2020; the profile says the role leads day-to-day business operations and processes for the Head of Digital Workplace. Former Director, Product Management (2015–2020) and Senior Financial Analyst (2008–2013) at Fidelity Investments.
Robert Adams
LinkedInExperience: Executive Vice President, COO and Head of Operations & Services Group · Fidelity Investments
Executive Vice President, COO and Head of Operations & Services Group at Fidelity Investments since 2019; the profile says the division maintains full responsibility for all brokerage operations and services. Former Executive Vice President, Fund & Brokerage Services (2013–2019), Executive Vice President, Brokerage Asset Servicing & Securities Movement (2008–2013) and Senior Vice President, Mutual Fund Operations (1994–2005) at Fidelity Investments.
Stephanie Caron
LinkedInExperience: Head of Fidelity Fund and Investment Operations · Fidelity Investments
Head of Fidelity Fund and Investment Operations at Fidelity Investments since October 2024, and SVP, Head of Investment Services, Strategic Advisers LLC there from 2019 to 2025. Former Senior Vice President, Head of Global Middle Office, Fidelity Pricing & Cash Management at Fidelity Investments (2016–2019) and Managing Director at State Street Corporation (2014–2016).
Stephen Ketchum
LinkedInExperience: Senior Director Inbound Operations · Fidelity Investments
Senior Director Inbound Operations at Fidelity Investments since October 2021. Former Sr. Operations Manager (2016–2021), Sr. Manager, Service (2012–2017) and Implementation Director (2007–2009) at Fidelity Investments, and Marketing Director at Transamerica Financial Advisors, Inc. (2010–2012).
Varda Carbley
LinkedInExperience: Director Of Operations · Fidelity Investments
Director Of Operations at Fidelity Investments since July 2016, a role the profile places in the Raleigh-Durham area, and Director Project Management and Analysis there since June 2011. Former Director - Actuarial Benefit Consultants at Fidelity Investments (2009–2011) and SDM at ACS (1997–2007).
Choose the right perspective
Match the person's level and area to your question, since a firm-wide operations executive, a business-line COO and a site or channel operations director see different parts of the work. Check whether the Fidelity role you care about is current or past before asking how the firm handles it today.
Questions to take into the conversation
- 01How does a large brokerage divide operations work between central service groups and business-line teams?
- 02What does it take to plan staffing and capacity for client service centers with changing call and service volumes?
- 03How do fund and middle office operations teams keep controls tight while processing more volume?
Reaching Fidelity operations leaders
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How much does it cost to reach Fidelity operations leaders?
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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 and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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