Joined Fidelity
- 1994
Industry experience
- 34 years
Career experience
- Chief investment officer of Fidelity Charitable Gift Fund
- Portfolio manager and director of portfolio management, Fidelity Investments
- Investment consultant, Fidelity Investments
- Director of client services, Jacobs Levy Equity Management
- Consultant, Cambridge Associates
Education
- BA, Yale University
- MBA, Stanford University
Designation
- CFA
Multi-asset class investing provides investors with the best opportunity to achieve their long-term investment goals.
Funds managed
Portfolio manager
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Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity Asset Allocation Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Balanced Income Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Balanced Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Balanced Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Balanced Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Canadian Monthly High Income ETF Fund
(Also available through ETF CDN$)
-
Fidelity Conservative Income Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Conservative Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Conservative Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Dividend Fund
(Also available through Class CDN$ and Trust T-Series S5)
-
Fidelity Global Asset Allocation Private Pool
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity Global Balanced Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Equity Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Monthly High Income ETF Fund
(Also available through ETF CDN$)
-
Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Income Allocation Fund
(Also available through Trust T-Series S5)
-
Fidelity Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
- Fidelity Tactical Global Dividend ETF Fund
-
Fidelity Tactical Strategies Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity U.S. Growth and Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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