Joined Fidelity
- 2004
Industry experience
- 30 years
Career experience
- Actuary at CIGNA
- various actuarial roles at Provident Mutual Life Insurance Company
Education
- BSc, University of Delaware
Designation
- CFA
Of note
- A Fellow of the Society of Actuaries (FSA); Chartered Market Technician (CMT); Member of the American Academy of Actuaries (MAAA)
Funds managed
Portfolio co-manager
-
Fidelity ClearPath® 2005 Portfolio
(Also available through Trust T-Series S5)
-
Fidelity ClearPath® 2010 Portfolio
(Also available through Trust T-Series S5)
-
Fidelity ClearPath® 2015 Portfolio
(Also available through Trust T-Series S5)
-
Fidelity ClearPath® 2020 Portfolio
(Also available through Trust T-Series S5)
-
Fidelity ClearPath® 2025 Portfolio
(Also available through Trust T-Series S5)
- Fidelity ClearPath® 2030 Portfolio
- Fidelity ClearPath® 2035 Portfolio
- Fidelity ClearPath® 2040 Portfolio
- Fidelity ClearPath® 2045 Portfolio
- Fidelity ClearPath® 2050 Portfolio
- Fidelity ClearPath® 2055 Portfolio
- Fidelity ClearPath® 2060 Portfolio
-
Fidelity ClearPath® Income Portfolio
(Also available through Trust T-Series S5)
