Joined Fidelity
- 2003
Industry experience
- 27 years
Career experience
- Analyst, Goldman Sachs
- Analyst, Morgan Stanley
Education
- BSc, Polytechnic Institute of New York University, graduated summa cum laude
- MBA, Wharton School at the University of Pennsylvania
I focus on both the Fund’s ultimate destination and the quality of the journey – the journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle.
Funds managed
Portfolio manager
-
Fidelity U.S. Dividend Fund
(Also available through Trust US$, Trust currency neutral, Systematic currency hedged and Trust T-Series S5)
-
Fidelity U.S. Dividend Private Pool
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity U.S. Dividend Registered Fund
(Also available through Trust US$)
Underlying fund manager
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Monthly Income 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 Tactical High Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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