John Stone
Chief Investment Officer bij Strategic Advisers LLC
Profiel
Mr. John A.
Stone, CFA MBA, is a Chief Investment Officer at Strategic Advisers LLC and a Portfolio Manager at Fidelity Management & Research Co. LLC.
He is responsible for overseeing the U.S.
Equity investment strategy.
Prior to assuming his current responsibilities, Mr. Stone served as a Portfolio Manager at Mercer Investments.
Previously, he was an Investment Analyst at Pyramis Global Advisors, a Fidelity Investments company.
He also worked as an Investment Associate at Devonshire Investors and as a Fidelity Management Trainee.
Mr. Stone earned his bachelor of science degree in quantitative economics from Tufts University and his master of business administration degree from Cornell University's Johnson Graduate School of Management.
He is also a CFA charter holder.
Actieve functies van John Stone
| Bedrijven | Functie | Begin |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portefeuillebeheerder-Aandelen | 01-01-1993 |
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Chief Investment Officer | 01-09-2021 |
Opleiding van John Stone
| Tufts University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
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| Bedrijven in privébezit | 2 |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
