BNET Industries

Fidelity Investments

is in the Financial Services Industry

  • Private
  • US
Dow Jones Description

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.3 trillion, including managed assets of $1.5 trillion as of January 31, 2008. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.

Number of Employees 46,400
Contact Information

82 Devonshire Street

Boston, Massachusetts 02109-3605

www.fidelity.co...

(800) 581-5800

NAICS Code Pension Funds: 525110

Recent Events

  • FidelityR Launches "Be the Green Line" Video Contest on YouTube.com

    1/12/10 - Product Announcement - View Story

  • Shooter in ABB attack was suing company, Fidelity over 401k fees

    1/08/10 - Lawsuit Filed - View Story

  • FidelityR Charitable Gift Fund Launches Convenient Electronic Funds Transfer Capability

    12/22/09 - Licensing / Contract - View Story

  • Fund sales stage a recovery

    12/16/09 - Financial Announcement - View Story

  • Fidelity Names Asset Management Czar

    12/03/09 - Mgmt. Change - Entering - View Story

  • Former JDA Software Executive Joins Manthan Systems as President, US

    12/01/09 - New Venture Funded Investment - View Story

  • Fidelity Cutting Fees On All Its '529' Plans

    12/01/09 - Merger / Acquisition - View Story

  • Wilens to Assume Fidelity Retirement Unit Post

    11/25/09 - Mgmt. Change - Entering - View Story

  • Fidelity introduces Roth IRA conversion tool for RIAs, brokers

    11/24/09 - Product Announcement - View Story

  • Fidelity Launches Own Version of Transition Tool

    11/22/09 - Product Announcement - View Story

  • Fidelity unveils Roth IRA conversion tool

    11/05/09 - Product Announcement - View Story

  • Moody's downgrades FMR rating

    10/19/09 - Bond / Stock Rating - View Story

  • Fidelity hires ex-Schwab exec for RIA business

    10/01/09 - Mgmt. Change Entering - Other - View Story

  • US STOCKS-Futures lower as bank bailout repayment awaited

    6/08/09 - Joint Venture / Alliance - View Story

  • A 500 newcomer leapfrogs to No. 140

    4/21/09 - Licensing / Contract - View Story

News & Analysis

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asset and fidelity investments and software - All News and Analysis

Decision Makers

Name (plus bio) Position
Abigail P. Johnson President, Fidelity Employer Services Company
Charles G. Goldman President, Institutional Platforms
Christopher Sullivan President, Bond Group
Ed Orazem President, Fidelity Family Office Services
Michael Durbin President, Fidelity Institutional Wealth Services
Peter Cieszko President, Fidelity Investments Institutional Services Co.
Peter J. Smail President, Fidelity Institutional Asset Management Group
Rodger A. Lawson President
Dan Petrozzo Chief Information Officer
Jacques Perold Chief Operating Officer, Asset Management
Ronald E. DePoalo Chief Information Officer, Fidelity Institutional Products Group
Guy L. Patton Executive Vice President, HR
Joseph A. Giordano Executive Vice President, Relationship Management, Institutional Wealth Services
David B. Jones Senior Vice President, Product Strategy & Communications
Eric Schoen Senior Vice President, Business Development
Jacqueline Shoback Senior Vice President, Segment Market Growth
Laurel Link Senior Vice President, Head of Staffing
Glenn Dill Vice President, Product Development
Jody Johnson Vice President, Staffing Account Manager
Steven McManus Vice President, Marketing Communications
Stephen P. Jonas Executive Director, Investment Management
C. Bruce Johnstone Managing Director & Senior Marketing Investment Strategist
Cynthia Porter Sourcing Director
Jill O'Connell Director of Investment Staffing
Michael Fernando Director, Executive Staffing
Charlie Yun-Min Portfolio Manager, Developing Communications
James Morrow Portfolio Manager, Technology
Anthony W. Ryan Head, Asset-Management Strategy & Product-Development Unit

Board of Directors

Name (plus bio) Position
Edward C. Johnson Chairman
Laura Cronin Board of Directors

Organization Position Status
Fidelity Investments Chief Executive Officer Current
Fidelity Investments Chairman Current

Organization Position Status
Fidelity Investments President, Fidelity Employer Services Company Current
Fidelity Investments Chairman, Fund Board Current
Fidelity Investments Board of Directors Current
Fidelity Investments Vice Chairman Former

Organization Position Status
Fidelity Investments President, Institutional Platforms Current
Foundation for Financial Planning Executive Vice President and Chief Operating Officer of Schwab Institutional Current
Schwab Institutional Chief Operating Officer Current
Schwab Institutional Executive Vice President Current
Foundation for Financial Planning Board of Directors Current
Paramount Citrus Association President Former
Paramount Farms, Inc. President Former
Paramount Farms, Inc. Chief Operating Officer Former
Paramount Citrus Association Chief Operating Officer Former
The Charles Schwab Corporation Senior Vice President Ofventure Capital Investing Former
Paramount Farms, Inc. Vice President Former
University of California, Los Angeles MBA Former
University of Southern California Bachelors Degree Former

Organization Position Status
Fidelity Investments President, Bond Group Current
The Goldman Sachs Group, Inc. Co-Head, U.S. Fixed Income, GSAM Former

Organization Position Status
Fidelity Investments President, Fidelity Family Office Services Current
Citigroup Inc. Managing Director Former

Organization Position Status
Fidelity Investments President, Fidelity Institutional Wealth Services Current
Morgan Stanley Chief Operating Officer, National Sales Division, Global Wealth Management Group Former

Organization Position Status
Fidelity Investments President, Fidelity Investments Institutional Services Co. Current
Wachovia Corporation President, Global Distr Former

Organization Position Status
Fidelity Investments President, Fidelity Institutional Asset Management Group Current

Lawson was elected vice chairman of Prudential Financial in August 2002. He was executive vice president of Prudential Financial from February 2001 to August 2002, and previously served as executive vice president, International Investments and Global Marketing Communications, of Prudential Insurance, and as executive vice president, Marketing and Planning, from June 1996 to October 1998. Prior to joining Prudential, Lawson was the president and chief executive officer of VanEck Global from April 1994 to June 1996; managing director and partner, president and chief executive officer of Global Private Banking and Mutual Funds for Bankers Trust Company from January 1992 to April 1994; managing director and chief executive officer of Fidelity Investments-Retail from May 1985 to May 1991; and president and chief executive officer of Dreyfus Service Corporation from March 1982 to May 1985.

Organization Position Status
Fidelity Investments President Current
Fidelity Investments President, Distribution and Operations Former
Prudential Financial, Inc. Vice Chairman Former

Organization Position Status
Fidelity Investments Chief Information Officer Current
Morgan Stanley Global Chief Information Officer & Head of Enterprise Infrastructure Former
Morgan Stanley Managing Director Former

Organization Position Status
Fidelity Investments Chief Operating Officer, Asset Management Current
Geode Capital Management, LLC President Former

Organization Position Status
Fidelity Investments CFO & Executive Vice President Current
Fidelity Investments Board of Directors Current

Organization Position Status
Fidelity Investments Chief Information Officer, Fidelity Institutional Products Group Current
Merrill Lynch & Co., Inc. Managing Director & Chief Technology Officer, Global Wealth Management Former

Organization Position Status
Fidelity Investments Executive Vice President, HR Current

Organization Position Status
Fidelity Investments Executive Vice President, Relationship Management, Institutional Wealth Services Current
JPMorgan Chase & Co. Managing Director, Global Client Services, Worldwide-Securities-Services Former
Bankers Trust Company Inc. Managing Director Former

Organization Position Status
Fidelity Investments Senior Vice President, Product Strategy & Communications Current

Organization Position Status
Fidelity Investments Senior Vice President, Business Development Current

Organization Position Status
Fidelity Investments Senior Vice President, Segment Market Growth Current

Organization Position Status
Fidelity Investments Vice President, Product Development Current

Organization Position Status
Fidelity Investments Vice President, Staffing Account Manager Current

Organization Position Status
Fidelity Investments Vice President, Marketing Communications Current

Organization Position Status
Fidelity Investments Executive Director, Investment Management Current

Organization Position Status
Fidelity Investments Managing Director & Senior Marketing Investment Strategist Current
The Boston Foundation For Sight Board of Directors Current
Needham Education Foundation, Inc. Board of Directors Current
Harvard Business School MBA Former
Harvard College BA Former

Organization Position Status
Fidelity Investments Sourcing Director Current

Organization Position Status
Fidelity Investments Director of Investment Staffing Current

Organization Position Status
Fidelity Investments Director, Executive Staffing Current

Organization Position Status
Fidelity Investments Portfolio Manager, Developing Communications Current

Organization Position Status
Fidelity Investments Portfolio Manager, Technology Current

Organization Position Status
Fidelity Investments Head, Asset-Management Strategy & Product-Development Unit Current
U.S. Treasury Department Acting Undersecretary, Domestic Finance Former

Executive News

  • Xerox Corp. Chairman Anne M. Mulcahy to Keynote at the 2009 CIO Executive Leadership Summit on Transformational Leadership - Oct. 27th in Stamford, CT

    Reuters - 10/09/09 - View Story

  • Fidelity Hires New CIO

    Wall Street and Technology - 8/10/09 - View Story

  • Fidelity names former Morgan exec CIO

    Investment News - 7/01/08 - View Story

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