Joined Fidelity
- 2008
Industry experience
- 22 years
Career experience
- Research analyst, Fidelity Investments
- Research analyst and portfolio manager, RiverSource Investments, LLC
- Private equity analyst, Bain Capital
Education
- BA, Stanford University
Success to me is putting together a portfolio of growth stocks that are not macro-dependent and that have a set of secular business model drivers that can create significant value for shareholders over a three- to seven-year time period.
Funds managed
Portfolio manager
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Fidelity NorthStar® Fund
(Also available through Trust US$, Class US$, Class CDN$, Class currency neutral and Trust T-Series S5)
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Fidelity U.S. Growth Opportunities Class
(Also available through Class US$, Systematic currency hedged and Class T-Series S5)
Underlying fund manager
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Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)