Strategic Advisers, Inc., is a division of Fidelity Investments and a registered investment adviser providing investment management services through Fidelity's retail, institutional, and intermediary distribution channels.
The Investment Management team consists of more than 100 experienced professionals constructing and managing asset allocation portfolios for individual client accounts. The Research Team provides comprehensive analysis used to guide investment selection, including quantitative analysis such as asset allocation and risk exposure, and qualitative factors based on hundreds of meetings annually with portfolio managers.
As Chief Investment Officer, Bill Ebsworth leads Strategic Advisers' team of investment professionals managing client assets. Mr. Ebsworth's 25 years with Fidelity include assignments as an equity analyst, fund manager, research director, and chief investment officer in Boston, Tokyo, and Hong Kong. He earned a Bachelor of Arts degree from the Johns Hopkins University in 1980 and a master's degree from the University of Pennsylvania's Wharton School in 1984.
Jeff Mitchell is Strategic Advisers' Director of Research, leading a team of analysts who conduct detailed fundamental and quantitative research on more than 2,400 funds and managers. Mr. Mitchell received his Bachelor of Arts degree from Harvard University in 1995 and worked as an associate analyst, analyst, and managing director of equity research before assuming his present responsibilities.
Jonathan Weed is Senior Vice President for Research & Development at Strategic Advisers. In this role, Mr. Weed develops retirement, wealth modeling, and investment management processes that seek to be tax sensitive and manage risk. Mr. Weed received a Bachelor of Arts degree, summa cum laude, and was elected to Phi Beta Kappa at Dartmouth College in 1980. He earned a master's degree in business with high distinction from the Amos Tuck School at Dartmouth in 1982. Mr. Weed is a patented inventor with a U.S. Patent, "Planning Withdrawals from Financial accounts,"
issued in 2009.
Christopher Fuse is a Vice President of Investment Management for Strategic Advisers, Inc. In this role, Mr. Fuse leads the team of Investment Managers who make investment decisions for individual client accounts in Strategic Advisers' tax-sensitive products. He joined Strategic Advisers in 1998 after serving as a financial consultant for Portfolio Advisory Services. Mr. Fuse has a BS/BA from Xavier University in economics and finance.
