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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Matthew Moulis | Portfolio Manager | 2023 | now |
背景介紹 | Mr. Moulis is a portfolio manager. Mr. Moulis joined Fidelity Investments as a research analyst in 2007 after receiving an MBA from MIT Sloan. | ||
Jordan Michaels | - | 2021 | now |
背景介紹 | Jordan Michaels is co-manager of Construction and Housing Portfolio, which he has managed since September 2021. Since joining Fidelity Investments in 2008, Mr. Michaels has worked as a research analyst and portfolio manager. | ||
Pierre Sorel | Sector Leader/Portfolio Manager | 2018 | now |
背景介紹 | Pierre Sorel is a sector leader and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Sorel is responsible for covering the financial sector and is a member of the Stock Selector Large Cap Group. Additionally, he manages the Fidelity Financial Services Central Fund and co-manages Fidelity and Fidelity Advisor Balanced Fund, VIP Balance Portfolio, Fidelity Series All-Sector Equity Fund, FIAM Strategic Advisor Core Research Fund, FIAM U.S. Total Stock Fund, Fidelity Advisor Stock Selector Mid Cap Fund, and Fidelity Advisor Stock Selector All Cap Fund. Mr. Sorel also co-manages the Financials sleeve of the FIAM Global Sector Strategies: FIAM Small/Mid Cap Core, FIAM Large Cap Core, and FIAM Global Core. Prior to assuming his current position with the Stock Selector Large Cap Group in October 2007, Mr. Sorel managed Fidelity Funds Global Financial Services Fund, a financial services sector fund available exclusively to investors outside of the United States. Previously, he worked as an analyst covering the leisure, automobile, and banking industries in Europe at Fidelity International Limited (FIL). Before joining FIL in 1998, Mr. Sorel was a financial services consultant at Oliver Wyman. He has been in the financial industry since 1993. Mr. Sorel earned his bachelor of arts degree in economics and his bachelor of science degree in electrical engineering from Brown University; his master of science degree in computer engineering from Princeton University; and his master of business administration degree from INSEAD. He is also a CFA® charterholder. | ||
John Sheehy | Portfolio Manager | 2016 | now |
背景介紹 | Since joining Fidelity Investments in 2007, Mr. Sheehy has worked as an equity research analyst and portfolio manager. | ||
Laurie Mundt | Research Analyst | 2012 | now |
背景介紹 | Prior to joining Fidelity Investments in 2008 as a research analyst, Ms. Mundt served as a vice president for T. Rowe Price Group, which she joined in 2000. | ||
Matthew Friedman | Portfolio Manager | 2012 | now |
背景介紹 | Matthew Friedman joined Fidelity Investments in 1999, since then Mr. Friedman has worked as a research analyst and portfolio manager. Prior to joining Fidelity, Friedman was an investment banking analyst for Lehman Brothers in New York. Friedman holds the Chartered Financial Analyst designation. | ||
John Mirshekari | Co-Manager | 2012 | 2022 |
背景介紹 | John Mirshekari is a member of FMR’s Stock Selector Large Cap Group (industrials sector). Since joining Fidelity Investments in 2003, Mr. Mirshekari has worked as a research analyst and portfolio manager. | ||
Chip Perrone | Research Analyst | 2017 | 2022 |
背景介紹 | Chip Perrone is the global sector leader at Fidelity Institutional Asset Management (FIAM). In this role, he manages the consumer discretionary sleeve of the FIAM sector strategies and analyzes stocks for the broader, diversified portfolio management team. Prior to assuming his current role in 2010, Mr. Perrone’s research focus had been U.S. automotive, gaming and lodging. Mr. Perrone joined Fidelity in 2007 and has been in the investments industry since 1990. Mr. Perrone is a CFA charterholder and a Certified Public Accountant (CPA). | ||
Justin Bennett | Portfolio Manager, Research analyst | 2012 | 2019 |
背景介紹 | Mr. Bennett is a portfolio manager with Fidelity Investments. He joined Fidelity Investments as a research analyst in August 2005. Previously, he was an equity research associate at Morgan Stanley. | ||
Katherine Buck | Portfolio Manager | 2012 | 2018 |
背景介紹 | Ms. Buck has worked as a research analyst and portfolio manager of Fidelity. Before joined fidelity, he worked in Wayne Hummer Management as a portfolio manager in May 2008. From March 2006 until December 2007, she was employed as a small cap value portfolio manager for Magnetar Capital LLC, a multi-strategy hedge fund. In that capacity she managed capital within the hedge fund and also launched a fund for outside investors in July 2007, which ceased operations in February 2008. Buck spent the first 10 years of her career at Fidelity Management & Research in Boston. |
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