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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Shilpa Mehra | Portfolio Manager | 2024 | now |
전기 | Shilpa Mehra is portfolio manager of Consumer Finance Portfolio, which she has managed since April 2012. Prior to joining Fidelity Investments in 2009 as a research analyst, Ms. Mehra interned at Gabelli Asset Management after receiving her MBA at Columbia University. | ||
Jean Park | Portfolio Manager | 2013 | 2024 |
전기 | Jean Park is portfolio manager and research analyst since joining Fidelity Investments in 2006. Prior to joining Fidelity Investments in 2006 as a research analyst, Ms. Park was an analyst and associate in the high-yield bond group of Goldman Sachs Asset Management. | ||
Christopher Lee | Portfolio Manager | 2012 | 2013 |
전기 | Chris Lee is a managing director of research 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. Lee is responsible for overseeing the Health Care and Cyclicals teams. He also co-manages the Fidelity Enduring Opportunities Fund, Fidelity Disruptive Automation Fund, Fidelity Disruptive Communications Fund, Fidelity Disruptive Finance Fund, Fidelity Disruptive Medicine Fund, Fidelity Disruptive Technology Fund, and Fidelity Disruptors Fund. Effective August 1, 2022, Mr. Lee will assume co-lead of the Stock Selector Large Cap team and the FIAM Global Sector team. He will also co-manage Fidelity and Fidelity Advisor Balanced Fund, Fidelity Series All Sector Equity Fund, Fidelity and Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity VIP Balanced Portfolio, and the FIAM Global Sector Strategies: Small/Mid Cap Core; and Global Core. Prior to assuming his current responsibilities, Mr. Lee managed Fidelity Advisor Financial Services Fund, Fidelity VIP Financial Services Portfolio, Fidelity Select Financial Services Portfolio, Fidelity Financial Services Central Fund, the Fidelity and Fidelity Advisor Stock Selector All Cap Funds, Fidelity Select Brokerage and Investment Management Portfolio, Fidelity VIP Growth Strategies Portfolio, Fidelity Growth Strategies Fund, and Fidelity Select Consumer Finance Portfolio. Previously, he managed Fidelity Select Electronics Portfolio and Fidelity Advisor Electronics Fund. He joined Fidelity as an equity analyst covering the semiconductor industry in 2004. Before joining Fidelity, Mr. Lee was an associate in the Technology group at TA Associates, a private equity firm in Boston. Previously, he worked as a financial analyst in the Technology group at Robertson Stephens. He has been in the financial industry since 1997. Mr. Lee earned his bachelor of arts degree in East Asian studies from Yale University and his master of business administration degree from the Massachusetts Institute of Technology (MIT) Sloan School of Management. | ||
Steven Calhoun | Portfolio Manager | 2005 | 2012 |
전기 | Calhoun is a portfolio manager with Fidelity Investments. He joined Fidelity's equity research department in 1994 as a research analyst and manager, following a variety of industries. Calhoun served as director of associate research from 1997 to 1999. | ||
Rajiv Kaul | Portfolio Manager | 2002 | 2005 |
전기 | Kaul is a portfolio manager with Fidelity Investments. Since joining Fidelity Investments in 1996, he has worked as a research analyst and portfolio manager. Kaul also manages another Fidelity fund. Prior to Fidelity, Kaul worked at Mckinsey & Company. He is the recipient of the Kann Rasmusson Environment Award, the Dean's Summer Research Award and a Ford Undergraduate Fellowship. | ||
Robert C. Bertelson | Portfolio Manager | 2000 | 2002 |
전기 | Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984. | ||
Erin Sullivan | Vice President, Portfolio Manager | 1997 | 2000 |
전기 | Sullivan has been a vice president and portfolio manager with Fidelity Investments since April 1997. She joined the firm in 1991 and became a portfolio manager in February 1995. Previously, she worked with the company as a research associate and analyst, covering initial public offerings, and the medical-technology, hospital-supply, and retail industries. Sullivan is a Chartered Financial Analyst. | ||
John Hurley | Portfolio Manager | 1997 | 1997 |
전기 | Hurley has been a portfolio manager with Fidelity Investments since October 1994. He joined the company as an analyst in 1993, covering PC software, database software, and mainframe software companies. Previously, Hurley served as an officer in the U.S. Army from 1986 to 1991, where he held a variety of positions, including six months of combat duty in the Persian Gulf. | ||
Lawrence D. Greenberg | Research Analyst | 1993 | 1996 |
전기 | An employee of Fidelity since graduating from business school in 1986, Greenberg has served as a research analyst for environmental services, health care, electrical equipment, household products, beverages, and retail drug stores. He began his investment career as an intern with Salomon Brothers. In 1989, Greenberg was chosen to the Institutional Investor's All-American Research Team. | ||
Lawrence A. Bowman | - | 1991 | 1993 |
전기 | He was born September 13, 1958 in Quebec, Canada, and includes scuba, fishing, skiing, weightlifting, racecars, and backpacking among his interests. |
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