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Namn | Titel | Sedan | Till |
---|---|---|---|
Srikanth Tella | - | 2015 | Nu |
David D. Wolf | Adviser | 2014 | Nu |
Biografi | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
Catriona Martin | Portfolio Manager | 2012 | Nu |
Biografi | Catriona Martin is a portfolio manager for Fidelity Investments in the Fixed Income Division of Fidelity Management & Research Company (FMRCo), the investment arm of Fidelity Investments. Catriona joined Fidelity in 1997 as a trader for the Municipal Money Market group. From 1998 until 2003, she was a trader in the Taxable Money Market group. In that role, she traded in all general-purpose money market sectors. From 2003 until 2008, Catriona traded all U.S. government securities for the Taxable Bond Group and all Canadian-denominated bonds for the Canadian bond funds. Since 2008, she has been | ||
Adam Kramer | - | 2012 | Nu |
Biografi | Adam Kramer is a portfolio manager in the Fixed Income 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, he manages several multi-asset income funds, opportunistic high-yield bond strategies for institutional investors as well as a high income fund available exclusively to Canadian investors. | ||
Geoffrey D. Stein | Director | 2011 | Nu |
Biografi | Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager. | ||
Daniel Dupont | Portfolio Manager | 2009 | Nu |
Biografi | Daniel Dupont is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2001 as a research analyst analyzing companies in the Canadian consumer product and food and drug retailing industries, then adding coverage of the Canadian gold industry and banks. Mr. Dupont received a Joint Honours in economics & finance from the McGill Commerce program in 2001. | ||
Derek Young | Senior Vice President | 2011 | 2014 |
Biografi | Derek Young joined Fidelity in 1996 as Director of Risk Management and is a portfolio strategist in the Asset Allocation Group for Fidelity Research Management Company (FMR). In 1999, Mr. Young became Senior Vice President of Strategic Services for FMTC. In his role, Mr. Young is responsible for asset allocation portfolios for both FMR and Fidelity Investments Canada Limited. He is also the lead portfolio manager of Fidelity Diversified Income & Growth Fund, launched November 2003 and available exclusively to Canadian investors. | ||
Don R Newman | Assistant Portfolio Manager | 2009 | 2011 |
Biografi | Don Newman is an assistant portfolio manager and is also a research analyst for Fidelity’s Canadian equity research team. He currently covers Canadian companies in integrated oil and gas, food and drug retailing, food beverage and tobacco. Don joined Fidelity in 2003 as a research analyst. Prior to working at Fidelity, Don spent four years in the global investment research department at Goldman, Sachs & Co. Don received a BComm from Queen's University in 1999. He also received the CFA designation in 2002. | ||
Daniel Dupont | Portfolio Manager | 2009 | 2011 |
Biografi | Daniel Dupont is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2001 as a research analyst analyzing companies in the Canadian consumer product and food and drug retailing industries, then adding coverage of the Canadian gold industry and banks. Mr. Dupont received a Joint Honours in economics & finance from the McGill Commerce program in 2001. | ||
Robert Swanson | Portfolio Manager | 2008 | 2011 |
Biografi | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. |
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