Chisholm also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist. Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Prior to assuming her current position, Ms. Chisholm is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media. In addition to her research responsibilities, Ms. Chisholm is focused on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. 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. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, and 65 registrations.ĭenise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division at Fidelity Investments. Schuster earned his bachelor of business science degree in marketing and finance from the University of Massachusetts at Amherst. He has been in the financial industry since 1997. Schuster held various roles at Fidelity, including that of associate product manager for Fidelity Investments Institutional Services Company (FIIS) in 2001, and client service manager in the Institutional Brokerage Group from 2000 to 2001.īefore joining Fidelity in 2000, he was team leader advisor council at Pioneer Investments from 1997 to 2000. Before rejoining Fidelity in 2005, he worked as a director of sub-advisory services and as a senior research analyst at Financial Research Corporation from 2002 to 2005. Schuster was a director of investment product for Personal, Workplace and Institutional Services (PWIS) from 2005 to 2010. Prior to assuming his current role in July 2010, Mr. In this role, he is a member of the investment management team, and is responsible for delivering SAI’s managed account investment philosophy, process, and ongoing activities to a wide range of investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Lars Schuster is an institutional portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Timmer earned his bachelor of science degree in finance from Babson College. He has been in the financial industry since 1985. Timmer was a vice president in the Fixed Income group at ABN AMRO. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014.īefore joining Fidelity in 1995, Mr. Timmer held various other roles within Fidelity, including director of market research and technical research analyst. Prior to assuming his current position in 2005, Mr. Timmer has been at Fidelity for 22 years and has more than 30 years of experience in the industry. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity's clients. Timmer is part of Fidelity's Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Jurrien Timmer is the director of Global Macro at Fidelity Investments.
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