Firm Profile

About Fidelity

1946
Edward C. Johnson II

Contact Info

Fidelity Investments
245 Summer Street
Boston, MA 02210

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $9.6 trillion, including discretionary assets of $3.6 trillion as of September 30, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs more than 60,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

Management Team

Abby Johnson
Chairman & Chief Executive Officer
David Algaze
SVP, New Business Development
Kristin Shofner
SVP, New Business Development
Mark Katzelnick
Chief Risk & Compliance Officer
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