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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
David Tulk | - | 2022 | now |
自傳 | Mr. Tulk joined the Fidelity Investments organization in 2016 as an Institutional Portfolio Manager with the Global Asset Allocation Group. He is currently a portfolio manager and a member of the Global Asset Allocation Group for FMR Canada. Prior to joining the Fidelity Investments organization, he served as the Head of Global Macro Strategy and Chief Canadian Macro Strategist at TD Securities. | ||
David D. Wolf | Adviser | 2020 | now |
自傳 | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
Geoffrey D. Stein | Director | 2020 | 2022 |
自傳 | Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager. | ||
Ruben Calderon | Co-Manager | 2014 | 2015 |
自傳 | Ruben Calderon is co-manager since May 2014. Joined Fidelity Investments in 1995, and has worked as a research analyst and asset allocation strategist and portfolio manager. | ||
Christopher Sharpe | Portfolio Manager | 2014 | 2015 |
自傳 | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
Andrew J Dierdorf | Portfolio Manager | 2011 | 2014 |
自傳 | Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager. | ||
Jurrien Timmer | Analyst | 2011 | 2014 |
自傳 | Jurrien Timmer is Director of Global Macro for Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. He currently serves as portfolio co-manager of Fidelity Tactical Strategies Fund. Jurrien joined Fidelity in 1995 as a technical research analyst. |
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