Joined Fidelity
- 2005
Industry experience
- 26 years
Career experience
- Fixed-income trader, Fidelity Investments
- Trader, Travelers Insurance (Citigroup)
Education
- BSc, University of South Carolina
- MBA, University of Connecticut
Designation
- CFA
The gravity of aging demographics around the world creates a structurally positive backdrop for bonds, and we have the right strategy in place to deliver strong risk-adjusted returns over time for investors.
Funds managed
Portfolio manager
- Fidelity Global Core Plus Bond ETF Fund
- Fidelity Global Investment Grade Bond ETF Fund
-
Fidelity Investment Grade Total Bond Fund
(Also available through Trust US$ and Trust currency neutral)
-
Fidelity Multi-Asset Innovation Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Multi-Sector Bond Fund
(Also available through Trust US$ and Trust currency neutral)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
Subportfolio manager
-
Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)