Fidelity Investments Corporate Officers Leadership Team Overview

Abigail Johnson, the current Chairman of the Board and CEO of Fidelity Investments, has been instrumental in shaping the company's vision and strategy. She has been with Fidelity for over 40 years.

Johnson's leadership has been marked by a commitment to innovation and customer satisfaction. Under her guidance, Fidelity has expanded its services to include digital banking and other financial products.

The leadership team at Fidelity is comprised of experienced executives who share Johnson's vision for the company's future. They work together to drive growth and improve the customer experience.

Fidelity's corporate officers are responsible for overseeing various aspects of the company's operations, including finance, technology, and customer service.

Fidelity Investments has a diverse executive management team overseeing various business segments, digital initiatives, and global operations.

Abigail Johnson has been the chief executive of Fidelity since 2014, taking over from her father, Edward “Ned” Johnson III.

The company's leadership team benefits from decades of combined financial, technical, and operational experience, guided by its founders’ focus on innovation and fiduciary responsibility.

Maggie Serravalli, the former finance chief, has been named chief administrative officer, overseeing legal, human resources, and other corporate services.

Kevin Barry assumes the role of chief financial officer, and Sharon Brovelli has been appointed as the head of workplace investing.

Bill Freitas and Mona Vernon are the heads of technology and human resources, respectively, while Roberto Braceras serves as general counsel.

These shifts come on the heels of other noteworthy moves at the privately held company, including the splitting of its Personal Investing unit into separate brokerage and wealth management divisions.

Serravalli, Barry, Brovelli, Freitas, and others will report directly to Johnson, who has yet to designate a second-in-command.

Fidelity's corporate officers have played a crucial role in driving the company's growth and success, with assets under administration and discretionary assets reaching $4.9 trillion and $12.6 trillion, respectively.

The company's revenue surge of 12 percent, to $28.2 billion, and healthy operating income of $8.5 billion in 2023, demonstrate the effectiveness of its leadership team.

Fidelity continues to adapt to the changing landscape of the asset management industry, with Abigail Johnson's leadership since 2014 reflecting the company's commitment to innovation and fiduciary responsibility.

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Abigail Johnson is the chief executive of Fidelity Investments, a position she has held since 2014, when she took over from her father, Edward "Ned" Johnson III.

Fidelity Investments has undergone several executive reshuffles under Johnson's leadership, with the latest one being one of the most extensive in her almost decade-long tenure.

Maggie Serravalli has been named chief administrative officer, overseeing legal, human resources, and other corporate services, while Kevin Barry assumes the role of chief financial officer.

Sharon Brovelli is the head of workplace investing, Bill Freitas is the head of technology, and Mona Vernon is the head of human resources.

These executives, along with others, report directly to Johnson, who has yet to designate a second-in-command.

Fidelity's president, Keith, was appointed in March 2024 and has a background in leading various business areas, including workplace investing and global platform solutions.

Stuart was appointed head of Fidelity's Global Platform Solutions in May 2024, bringing with him over 15 years of experience in technology and enterprise services.

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The Fidelity Investments management team benefits from decades of combined financial, technical, and operational experience, guided by its founders' focus on innovation and fiduciary responsibility.

Fidelity's executive team is diverse and oversees various business segments, digital initiatives, and global operations, underpinning its status as a global industry leader.

Fidelity's leadership team is dedicated to ongoing modernization initiatives, embracing emerging areas like cryptocurrency, digital workplace evolution, and seamless client engagement.

The company's executives and founders bring comprehensive experience in investment management, technology, and digital assets, ensuring Fidelity remains at the forefront of the rapidly evolving financial ecosystem.

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Fidelity Investments has a strong leadership team that drives its success. Abigail Johnson, the CEO, has been at the helm since 2014 and has overseen significant changes, including the introduction of cryptocurrency investment.

Maggie Serravalli is the Chief Financial Officer and oversees the enterprise-level financial management of the firm, as well as Human Resources, Corporate Real Estate, Government Relations & Public Policy, and Communications. She has more than 30 years of experience in the financial services industry.

Michael O'Reilly is the President of Fidelity Digital Assets, overseeing custody, execution, technology, and client services for the digital assets division. He has more than 25 years at Fidelity focusing on risk, compliance, and operations.

Rob Strickland has served as President of Fidelity Investments Canada since 2005, guiding strategy and operations for one of Fidelity’s most important international markets.

Mark McEachern serves as the Chief Technology Officer of Fidelity Digital Assets, focusing on the innovation and agile delivery of Fidelity’s blockchain and crypto management platforms.

With over 20 years at Fidelity in progressive technology leadership roles, McEachern has been integral to the firm’s data and digital infrastructure evolution.

He earned his MS in Computer Information Systems and BS in Economics-Finance from Bentley University and is a CFA charterholder.

Abigail Johnson, the CEO of Fidelity Investments, has been leading the company since 2014. She began her career at Fidelity in 1988 as an analyst and portfolio manager.

Maggie Serravalli is the Chief Financial Officer of Fidelity Investments, overseeing the enterprise-level financial management of the firm. She also holds a CPA certification and Series 7 and 24 licenses.

Rob Strickland has been President of Fidelity Investments Canada since 2005, guiding strategy and operations for one of Fidelity's most important international markets. His expertise in finance and client management was honed at TD Bank Financial Group and Tokyo Mitsubishi TD Waterhouse.

Mike Pegnato became Chief Operating Officer of Fidelity Personal Trust Company in 2024, focusing on modernizing and scaling the trust business. He has an extensive financial services career, spanning over 25 years, with leadership experience in product management, distribution, and strategy at Fidelity.

Mark McEachern serves as Chief Technology Officer of Fidelity Digital Assets, focusing on the innovation and agile delivery of Fidelity's blockchain and crypto management platforms. With over 20 years at Fidelity in progressive technology leadership roles, McEachern has been integral to the firm's data and digital infrastructure evolution.

Bill Freitas spearheads the firm's global technology and business service strategy, advancing digital transformation and operational resilience across Fidelity Investments. He brings over three decades of technology leadership, serving in CIO and SVP positions at Fidelity.

Stuart was appointed head of Fidelity's Global Platform Solutions in May 2024, overseeing a wide range of business areas, including Fund Accounting, Trading, Fixed Income, Portfolio Management, and Retail Distribution. He began his career as a programmer before moving into programme management and consultancy.

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Fidelity Investments is a global leader in financial services, offering investment management, brokerage, retirement, and wealth management solutions.

Founded in 1946 by Edward C. Johnson II, the company has a rich history of providing financial services to individuals and institutions worldwide.

Fidelity Investments is headquartered in Boston, Massachusetts, and employs over 77,000 associates worldwide, making it a significant player in the financial industry.

With a global presence, Fidelity Investments offers its services through its website fidelity.com, providing convenient access to its investment management, brokerage, retirement, and wealth management solutions.

As a privately held company, Fidelity Investments maintains its independence and focus on providing high-quality financial services to its clients.