BNET Industries
- 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.
Chairman
Edward C. JohnsonNumber of Employees 46,400
Contact Information
82 Devonshire Street
Boston, Massachusetts 02109-3605
(800) 581-5800
Peer Companies
NAICS Code Pension Funds: 525110
Recent Events
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FidelityR Launches "Be the Green Line" Video Contest on YouTube.com
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Shooter in ABB attack was suing company, Fidelity over 401k fees
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FidelityR Charitable Gift Fund Launches Convenient Electronic Funds Transfer Capability
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Fund sales stage a recovery
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Fidelity Names Asset Management Czar
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Former JDA Software Executive Joins Manthan Systems as President, US
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Fidelity Cutting Fees On All Its '529' Plans
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Wilens to Assume Fidelity Retirement Unit Post
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Fidelity introduces Roth IRA conversion tool for RIAs, brokers
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Fidelity Launches Own Version of Transition Tool
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Fidelity unveils Roth IRA conversion tool
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Moody's downgrades FMR rating
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Fidelity hires ex-Schwab exec for RIA business
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US STOCKS-Futures lower as bank bailout repayment awaited
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A 500 newcomer leapfrogs to No. 140
News & Analysis
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companies and fidelity investments and guardian - All News and Analysis
Top-performing unit-linked pensions
- 2003-12-01
Top-performing unit-linked pensions Five years to 31 October 2003. Results of 100 [pounds sterling] invested on an offer-to-bid basis with gross income reinvested. Name ...
UNIT TRUSTS/OEICS: Performance tables
- 2001-07-01
Performance tables WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 June 2001, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them...
UNIT TRUSTS/OEICs: Performance tables
- 2001-06-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 May 2001, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with...
UNIT TRUSTS/OEICs: Performances tables
- 2001-05-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to I April 2001, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with...
UNIT TRUSTS/OEICs: Performance tables
- 2001-01-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling invested over six months, one, three, five and ten years to 1 December 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare then against trusts with...
UNIT TRUSTS/OEICs: Performance tables
- 2000-11-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 October 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with...
The long and the short of it …
- 2000-10-01
No doubt about it, the UK Gilt sector has had mixed fortunes so far this millennial year. The reasons are plentiful. First and foremost, the UK government's tax revenues have been much higher than expected. As a result, there has been little new supply of government paper, particularly at...
UNIT TRUSTS/OEICs: Performance tables
- 2000-09-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 August 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with...
UNIT TRUSTS/OEICs: Performance tables
- 2000-08-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 3 July 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with...
UNIT TRUSTS/OEICs Performance tables
- 2000-07-01
WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] over six months, one, three, five and 10 years to 1 June 2000, on an offer-to-bid basis with net income reinvested. Funds are listed by sector so that you can compare them against trusts with similar...
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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 | Senior Vice President, Head of Staffing | 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
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Xerox Corp. Chairman Anne M. Mulcahy to Keynote at the 2009 CIO Executive Leadership Summit on Transformational Leadership - Oct. 27th in Stamford, CT
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Fidelity Hires New CIO
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Fidelity names former Morgan exec CIO
Industry Transcripts by Seeking Alpha
-
Discover Financial Services F1Q10 (Qtr End 02/28/10) Earnings Call Transcript
on Mar 16, 2010about DFS
-
Integra Bank Corporation Q4 2009 Earnings Call Transcript
on Mar 05, 2010about IBNK
-
Progressive Corporation Q4 2009 Earnings Call Transcript
on Mar 03, 2010about PGR
-
VeriFone Holdings, Inc. F1Q10 (01/31/10) Earnings Call Transcript
on Mar 02, 2010about PAY
-
Cowen Group Inc. Q4 2009 Earnings Call Transcript
on Mar 02, 2010about COWN
Glass Door
Financial Services Industry Companies
| Company | Employer Rating |
| Wells Fargo |  |
| U.S. Bank |  |
| Bank of America | |
| Wachovia | |
| JPMorgan Chase | |
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