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Nombre | Título | Desde | Hasta |
---|---|---|---|
Daniel E. Kelley | lead portfolio manager | 2017 | Ahora |
Biografía | Daniel Kelley is a 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. | ||
James Morrow | Portfolio Manager | 2006 | 2017 |
Biografía | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
Timothy J. Cohen | Vice President, Manager | 2005 | 2006 |
Biografía | Cohen is vice president and manager of Growth & Income Portfolio, which he has managed since October 2005. He also manages another Fidelity fund. Since joining Fidelity Investments in 1996, as an equity analyst covering the business and consumer services industries. Previously, he was a senior associate in the business assurance group at Coopers & Lybrand from 1991 to 1994. | ||
Karen Firestone | - | 2000 | 2005 |
George Vanderheiden | Senior Vice President, Managing Director | 1980 | 2000 |
Biografía | Vanderheiden is senior vice president and managing director with Fidelity Investments. Prior to joining the firm in 1971, he spent three years as an analyst with John Hancock. Vanderheiden is a Chartered Financial Analyst. |
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