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.
Chief Executive Officer
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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Fidelity Cutting Fees On All Its '529' Plans
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Fidelity Names Asset Management Czar
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Insider to lead Fidelity's asset management unit
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Former JDA Software Executive Joins Manthan Systems as President, US
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Terry Savage - Don't go sour on global stocks
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Wilens to Assume Fidelity Retirement Unit Post
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Former Fidelity trader liable on insider trading
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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 assigns rating to FMR notes
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Fidelity hires ex-Schwab exec for RIA business
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Fidelity starts Canadian services firm
News & Analysis
Filter by
fidelity investments and survey - All News and Analysis
Northern Gold Mining Inc. Initial Kirana Results and Polymetallic Grabs
- 2008-10-11
Northern Gold Mining Inc. (TSX VENTURE: NGM) continues the exploration of its Kirana Project in Kirkland Lake and its Matheson Claim Group in Timmins, and announces the results of assays on the earliest Fidelity area drill holes as well as grab samples from the Mallard Lake area of the Kirana...
62% of Fidelity Independent Adviser Subscribers Pick Palin, 37% Bet on Biden
- 2008-10-02
WILLIAMSTOWN, Mass. -- In survey results released today by Fidelity Independent Adviser and Dion Money Management, 62% of respondents think that Palin is the better Vice Presidential candidate, while 37% side with Biden. "We surveyed thousands of subscribers and clients through our election video," noted Don Dion, president of...
New Luxury Institute Brand Trust Survey: Wealthy U.S. Consumers Rate the Most Trusted Retail Brokers: Fidelity Brokerage Services, Charles Schwab & Co., Inc. and Wachovia Securities
- 2008-08-07
High net-worth consumers rated Fidelity Brokerage Services the most trusted retail broker in the new 2008 Luxury Brand Trust Index LBTI survey from the independent New York City-based Luxury Institute ( www.LuxuryInstitute.com ). Respondents who said they trust this firm say it has provided "excellent service and ideas for making...
U.S. millionaires say economy weak, but they expect a rebound
- 2008-04-29
NEW YORK -- Even millionaires are feeling the economic squeeze, with many saying they don't even "feel" wealthy. But as a group, they are optimistic that things will improve in the next year. The Fidelity Millionaire Outlook, a survey of 1,000 people with at least $1 million in...
Millionaires Expect Beginning of Economic Recovery Just a Year Away, According to Fidelity Survey
- 2008-04-29
Group Sees Opportunities in Individual Stocks, Fixed-Income Products and Real Estate
Familiar names lead best-execution list; Morgan Stanley, Rochdale, Goldman Sachs and Fidelity at top of Plexus BrokerEDGE.(Trading)
- 2007-06-11
Byline: Isabelle Clary Institutional investors are more likely to get best-execution for their large U.S. equity orders with New York-based Morgan Stanley, Rochdale Securities LLC and Goldman Sachs Execution & Clearing LP or Boston-based Fidel Byline: Isabelle Clary Institutional investors...
Generation Xers lag in retirement savings; On track to replace just 54% of income, survey shows.(News)
- 2007-03-26
Byline: Kathie O'Donnell BOSTON - Generation X households are on track for a 46% pay cut when they hit retirement, steeper than the 38% drop baby boomers are likely to face, according to a survey that Fidelity Investments released this month....
Wealthy households show independent advisers the money; Millionaires like indies' objectivity, Fidelity survey finds.(News)
- 2007-03-26
Byline: Kathie O'Donnell BOSTON - Independent advisers are used by 22% of millionaire households, and those advisers on average hold 56% of the millionaires' investible assets - the largest share among financial service providers, according t Byline: Kathie...
Baby Boomers claim they gave more during 2006.
- 2007-01-15
Baby Boomers report that they gave more to charity during 2006 than in 2005, with average total donations expected to be $6,000. This is the highest level among all generations surveyed and about 20 percent greater than the overall donor average of $5,000, according to a new...
News Briefs.(lawsuit against ABB, Continental Airlines Inc., California public pensions)
- 2007-01-08
ABB latest 401k plan to face lawsuit over fees KANSAS CITY, Mo. - Five participants in the 401k plan of ABB Inc., Norwalk, Conn., filed suit against the company and its trustee, Fidelity Management Trust, claiming they violated their fiduciary ABB latest 401k...
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Edward C. Johnson | Chief Executive Officer |
| 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 |
| Marvin W. Adams | President, Fidelity Shared 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 |
| Laura Cronin | CFO & Executive Vice President |
| 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 |
| 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 Shared Services | Current |
| Ford Motor Company | CIO & Senior Vice President | Former |
| Citigroup Inc. | Chief Information Officer | Former |
| Bank One Corp | Chief Information Officer | Former |
| Xerox Corporation | Head, Worldwide Engineering Systems | 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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Senior executive leaves Fidelity post
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Senior Fidelity executive Michael Clark steps down
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Who's the top dog?
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Fidelity Investments: Staying Away from ETFs?
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Fidelity Assets Rise 8% to $2.8 Trillion
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ETF Roundup: August 20
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Fidelity sees rise in assets, inflows
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Fidelity president says assets, inflows rise
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INTERVIEW-Fidelity president says assets, inflows rise
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Fidelity's assets, inflows soar - company president
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Fidelity Hires New CIO
Industry Transcripts by Seeking Alpha
-
Navios Maritime Holdings Inc. Q3 2009 Earnings Call Transcript
on Nov 18, 2009about NM
-
Progressive Corp. Q3 2009 Earnings Call Transcript
on Nov 11, 2009about PGR
-
Nelnet Inc. Q3 2009 Earnings Call Transcript
on Nov 10, 2009about NNI
-
American Apparel Q3 2009 Earnings Call Transcript
on Nov 10, 2009about APP
-
MBIA Inc. Q3 2009 Earnings Call Transcript
on Nov 10, 2009about MBI
Glass Door
Financial Services Industry Companies
| Company | Employer Rating |
| Wells Fargo |  |
| U.S. Bank |  |
| Bank of America | |
| Wachovia | |
| JPMorgan Chase | |
IndustryTop Rated
- As Income Mobility Falls, American Dream Fades 7 votes
- Creative Destruction and the new Money Trust 6 votes
- Civil Rights Group Teams With Wells Fargo Despite Charges of Predatory Lending 4 votes
- Geithner Deal With Wall Street Over AIG Swaps Cost Taxpayers $13 Billion 4 votes
- Analyst: Banking Industry Risks "Implosion" 3 votes
