Joined Fidelity
- 2010
Industry experience
- 13 years
Career experience
- Prior to Co-PM, Quantitative Analyst in the Global Asset Allocation group at Fidelity.
- Prior, Manager in Financial Markets Group at Fidelity.
Education
- BA/BS in Pure and Applied Math and Business Administration, Boston University
- Master of Science in Mathematical Finance, Boston University
Designation
- CFA
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)
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