COMPANY INFO
Fidelity Investments, officially known as Fidelity Management & Research Company (FMR), was founded in 1946 by Edward C. Johnson II. It is a private financial services company headquartered in Boston, Massachusetts, with approximately 77,000 employees as of 2024, offering investment management, brokerage, retirement services, and wealth management globally through its website fidelity.com.
Fidelity Investments, officially known as Fidelity Management & Research Company (FMR), 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 privately held company is headquartered in Boston, Massachusetts, and employs over 77,000 associates worldwide.
The Fidelity Investments leadership team blends deep financial expertise with an innovative approach to navigating changing markets and client preferences. 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. Their management team’s dedication drives ongoing modernization initiatives, embracing emerging areas like cryptocurrency, digital workplace evolution, and seamless client engagement.
Abigail Johnson has been Chairwoman, CEO, and President of Fidelity Investments since 2014 and 2016 respectively, holding ultimate responsibility for the company’s global corporate strategy and operations. She introduced cryptocurrency investment options for institutional investors, expanding Fidelity’s digital asset capabilities and ensuring the firm’s leadership among global financial services companies.
Johnson joined Fidelity Investments after earning an MBA from Harvard Business School and a BA from William Smith College. Beginning her career as an analyst and portfolio manager, she rose through multiple senior leadership roles, including becoming president of Fidelity Asset Management in 2001 and later managing key business divisions. A noted thought leader, she has served on significant industry boards and is consistently recognized as one of the world’s most powerful women.
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. Strickland’s leadership is instrumental in driving growth, client engagement, and market expansion throughout the Canadian investment landscape.
Strickland holds an MBA from McMaster University and an Honours Business Administration degree from Wilfrid Laurier University. His expertise in finance and client management was honed at TD Bank Financial Group and Tokyo Mitsubishi TD Waterhouse, preparing him for executive responsibility in shaping Fidelity’s presence in Canada.
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. McEachern bridges business strategy with advanced technology, leading development teams that position Fidelity Investments at the forefront of digital asset management.
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.
Mike Pegnato became Chief Operating Officer of Fidelity Personal Trust Company in 2024. He is responsible for modernizing and scaling the trust business, with a focus on strategic initiatives in digital assets and new product management to drive operational efficiency and revenue growth.
Pegnato’s extensive financial services career spans over 25 years, with leadership experience in product management, distribution, and strategy at Fidelity. He holds an MBA from Suffolk University and has previously led roles such as VP of Crypto & Digital Assets Strategy and Head of Technology for Fidelity FundsNetwork.
Michael Wilens is President of Enterprise Services, leading Fidelity Charitable, the Center for Advanced Technology, and key business development functions since 2011. Wilens leads large-scale technology and operations initiatives, supporting efficiencies and advancements across the business.
Wilens’ educational foundation includes SM and SB degrees in Electrical Engineering and Computer Science from MIT and an MBA from the University of Michigan. His executive background prior to Fidelity includes CTO and CEO roles in technology and corporate strategy settings.
Bill Freitas spearheads the firm’s global technology and business service strategy, advancing digital transformation and operational resilience across Fidelity Investments. Freitas leads innovation in client and associate experience and has championed key technology platforms.
Freitas brings over three decades of technology leadership, serving in CIO and SVP positions at Fidelity. He holds a bachelor’s degree in finance from the University of Miami and an MBA in Management Information Systems from the University of Dallas.
Michael O'Reilly has served as President of Fidelity Digital Assets since 2023, overseeing custody, execution, technology, and client services for the digital assets division. His leadership has fostered growth in digital asset custody, trading, and operational excellence.
With more than 25 years at Fidelity focusing on risk, compliance, and operations, O’Reilly holds a degree in Accounting and Finance from Boston College and brings substantial expertise in regulatory and operational frameworks.
Phil Donovan is Chief Operating Officer of Digital Workplace since 2020, managing core business strategy, daily operations, and associate development for this evolving area within Fidelity Investments. He drives cross-company initiatives to enhance productivity and the associate experience.
Donovan, an MBA graduate from Northeastern University, has held several leadership positions at Fidelity since 2007. His academic foundation also includes a Bachelor’s in Finance from Providence College.
Timothy Habbershon founded the Fidelity Center for Family Engagement, helping families and advisors navigate the complexities of wealth transfer and communication. He delivers thought leadership and supports the engagement of generational wealth through coaching and consulting.
Habbershon holds a Doctor of Education degree from the University of South Dakota and boasts a lengthy career as a family business consultant, including adjunct faculty work at Babson College. He has held strategic leadership roles at Fidelity since 2007.
Fidelity Investments exhibits a multilayered organizational structure, highlighted by a diverse executive management team overseeing various business segments, digital initiatives, and global operations. 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. Through this balanced leadership, Fidelity continues to leverage expertise across investment management, technology, client engagement, and family stewardship, underpinning its status as a global industry leader.
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