Fidelity Investments

Multinational financial services corporation based in Boston, Massachusetts. It is the fourth largest asset manager with $2.4 trillion in assets under management as of December 2017.
Relationships Interlocks Giving Data

Leadership & Staff

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Steven P. Akin Current Board Member of Pioneer Institute; Former executive at Fidelity Investments
• Board member and audit committee member
John F Sweeney Fidelity Investments
• Executive Vice President, Retirement and Investing Strategies
Patricia R Hurley Senior Vice President and Deputy General Counsel, Fidelity Investments
• Senior Vice President and Deputy General Counsel
Karthik Ramanathan Director of Bonds at Fidelity; former Assistant Secretary for Financial Markets
• Director of Bonds (Apr '10→?)
Kathleen Murphy president of Personal Investing (PI), a unit of Fidelity Investments,
• president of Personal Investing (PI) (Jan '09→?)
Stephanie Markiewicz Lobbyist, ATT and Fidelity
• Senior Vice President, Federal Government Relations (Feb '09→?)
Shahira Knight Former Special Assistant to President Trump for Tax and Retirement Policy; now with the Clearing House Association
• vice president
Edward Johnson III CEO of Fidelity Investments
• CEO ('77→?)
Abigail Johnson President and CEO, Fidelity Investments; grand daughter of Fidelity founder Edward Johnson II
• CEO
Rodger A Lawson
• President - FMR LLC ('07→?)*

Owners

Pembroke Real Estate International real estate advisor that acquires, develops and manages properties and places; subsidiary of Fidelity Investments; based in Boston, MA.
• subsidiary
Abigail Johnson President and CEO, Fidelity Investments; grand daughter of Fidelity founder Edward Johnson II
• largest single shareholder

Board Members

Michael Emgber Wilens
• Board Member
Peter S Lynch Vice Chairman, Fidelity Mgt. & Research Co.
• Vice Chairman
Abigail Johnson President and CEO, Fidelity Investments; grand daughter of Fidelity founder Edward Johnson II
• President, Fidelity Personal and Workplace Investing; Director, FMR LLC
David J Breazzano
• Board Member (past)
Robert Gates Secretary of Defense under George W Bush and Barack Obama
• Chairman of the Independent Trustees (?→'06)

Donations

Citizen Schools
• Donation · 500,000 USD
Playworks
• Donation/Grant
Bipartisan Policy Center National policy think tank
• Donation
NYC Center for Economic Opportunity established by Mayor Bloomberg in 2006
• Grant

Holdings

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Lockheed Martin Corporation Defense, aeronautics, and systems engineering company
• Owner*; percent stake: 2%
Neptune Dash Blockchain company; publicly traded; based in Vancouver
• Owner; percent stake: 15%
Cummins, Inc. Indiana Manufacturer of Engines, Filtration and Power Systems
• Owner
Boston Coach transportation company
• Owner
Sun Community Inc Publicly-traded manufactured housing owner, operator, and financer; REIT
• owner
Colt Group S.A. A multinational telecommunications, and data centre services company headquartered in London, United Kingdom and with its registered office in Luxembourg.
• Owner ('15→?)
Brookfield Office Properties, Inc. A Real Estate Operating Company (REOC)
• Institutional investor
Community Health Systems The largest non-urban provider of healthcare services in the US
• Owner; percent stake: 9%
Lincoln National Corporation
• Institutional investor; percent stake: 6%
SunTrust Bank Bank headquartered in Atlanta; known for its close historical relationship with Coca-Cola
• Institutional investor

Child Organizations

Fidelity Charitable Fidelity Charitable is a 501(c)(3) public charity established in 1991. Fidelity Donor-advised fund.
• product
Fidelity Investments Limited Global arm of Fidelity Investments; asset management services to investors all over the world outside the US and Canada.
• Child Org
Fidelity Brokerage Services LLC
• Child Org
Strategic Advisers, Inc Registered investment adviser
• Child Org
Fidelity Management & Research Company privately owned investment manager
• Child Org

Members

Boston Financial Services Leadership Council
• Member

Memberships

The Coalition of Collective Investment Trusts Group of fund sponsors and money managers
• Member
National Gay and Lesbian Chamber of Commerce
• Member
Colorado Succeeds
• Member
Health Care Delivery Policy Program Healthcare executive discussion group at the Harvard Kennedy School
• Policy Group member

Services & Transactions

Merrick Garland BIden AG. former Chief Judge of the United States Court of Appeals for the District of Columbia Circuit
• Service/Transaction

Miscellaneous Relationships

Jeanne McMains Executive Vice President of Offerings and Marketing at National Christian Foundation
• Presenter*
Texas Welcomes All
• Affiliation
Massachusetts Question 3 MA bathroom bill
• Affiliation
Fidelity Investments
Updated 16 days ago

Basic Info

Types Organization, Business, Private Company
Start date 1946
Revenue 12.9 Billion
Aliases FMR Corp, FMR LLC

External Links

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