Joined Fidelity
- 2006
Industry experience
- 32 years
Career experience
- Trader, Fidelity investments
- Rates trader, Fidelity Investments
- Municipal bond trader, Fidelity Investments
- Senior vice president and portfolio manager, State Street Bank and Trust
- Analyst/trader, State Street Bank and Trust
- Associate public finance banker, State Street Bank and Trust
- Trading operations, State Street Bank and Trust
Education
- BA, St. Lawrence University
- MBA, Babson College
Funds managed
Underlying fund manager
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Income Allocation Fund
(Also available through Trust T-Series S5)
-
Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
Subportfolio manager
-
Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Dividend Fund
(Also available through Class CDN$ and Trust T-Series S5)
-
Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
Portfolio co-manager
- Fidelity Canadian Bond Fund
- Fidelity Canadian Short Term Bond Fund
-
Fidelity Canadian Short Term Corporate Bond ETF Fund
(Also available through ETF CDN$)
-
Fidelity Corporate Bond Fund
(Also available through Class CDN$)
- Fidelity Premium Fixed Income Private Pool
- Fidelity Premium Tactical Fixed Income Private Pool
-
Fidelity Tactical Fixed Income Fund
(Also available through Trust US$)