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Strategic Advisers Short Duration Fund (FAUDX)
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Strategic Advisers Short Duration
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Resumen FAUDX
En esta página encontrará un perfil detallado de Strategic Advisers Short Duration Fund. Conozca la gestión clave, los activos totales, la estrategia de inversión y la información de contacto de FAUDX, entre otros datos.
Información de contacto
Lugar
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Teléfono fijo
416-307-5200
Fax
1-800-387-8092
Ejecutivos destacados
| Nombre | Título | Desde | Hasta |
|---|---|---|---|
| Christopher Heavey | Portfolio Manager | 2019 | Ahora |
| Biografía | Christopher Heavey is portfolio manager. Since joining Fidelity Investments in 1998, Mr. Heavey has worked as a senior research analyst and portfolio manager. | ||
| Jonathan Duggan | Lead Portfolio Manager | 2018 | Ahora |
| Biografía | Jonathan Duggan is lead portfolio manager of the fund, which he has managed since 2018. He also manages other funds. Since joining Fidelity Investments in 2007, Mr. Duggan has worked as team leader of fixed income research and portfolio manager. | ||
| Gregory Pappas | Portfolio Strategist | 2011 | 2018 |
| Biografía | Gregory Pappas is a portfolio manager for Strategic Advisers, Inc. (SAI), a unit of Fidelity Investments. Mr. Pappas joined Fidelity in 1990 as vice president for fixed income product and business development in the firm’s National Financial Correspondent Services group. He moved to SAI in 1996. Previous to Fidelity, Mr. Pappas was a senior portfolio manager at Bank of New England. Mr. Pappas received a bachelor of arts degree in economics, with honors, from St. Lawrence University. He is a CFA charterholder and a member of the Boston Security Analysts Society. | ||
| Julian Potenza | Portfolio Manager | 2017 | 2018 |
| Biografía | Julian Potenza is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Prior to joining Fidelity in 2007, Mr. Potenza was a credit analyst at Investors Bank and Trust. He has been in the investment industry since 2003. Mr. Potenza earned his bachelor of science degree in finance and economics from the Carroll School of Management at Boston College. He is also a CFA charterholder. | ||
| Michael F Reinartz | Portfolio Manager | 2015 | 2018 |
| Biografía | Michael Reinartz is a portfolio manager in the Fixed Income Division at T. Rowe Price. He is a member of the U.S. Taxable Low Duration team and co-portfolio manager of the Short-Term Bond Fund and the Limited-Term Bond Portfolio. Mr. Reinartz is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Mr. Reinartz has started to engage in investment since 2001, all of which have been at T. Rowe Price. He joined the firm in 1996. Prior to his current position, Mr. Reinartz was a member of the Short-Term Bond, Strategic Income, and Quantitative Research teams and provided portfolio modeling and analysis support to portfolio managers. He also worked as a senior mutual fund accountant and investment liaison in the Fixed Income Division. Mr. Reinartz earned a B.S. in accounting from Towson University, and he also has earned the Chartered Financial Analyst designation | ||
| Robert Galusza | Portfolio Manager | 2012 | 2018 |
| Biografía | Rob Galusza is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Before joining Fidelity in 1987, Mr. Galusza was an international underwriter at Chubb and Son Inc. In this capacity, he performed risk analysis on international corporations. He has been in the insu rance and investments industries since 1985. Mr. Galusza earned his bachelor of science degree in finance, with concentrations in investments and marketing, from Babson College and his master of science in finance degree from Boston College’s Carroll School of Management. | ||
| Edward A. Wiese | Chairman | 2012 | 2017 |
| Biografía | Ted Wiese is head of the Fixed Income Division for T. Rowe Price, overseeing fixed income investment management. He is the chairman of the Fixed Income Steering Committee and is a member of the firm's Management Committee. Mr. Wiese also is a portfolio manager in the Fixed Income Division and serves as president and chairman of the Investment Advisory Committees. He is a member of the firm's Finance and Counterparty Risk Committees, as well as a member of the Diversity Advisory Council. Mr. Wiese has started to engage in investment since 1985, all of which have been at T. Rowe Price. He joined the firm in 1984. Mr. Wiese earned a B.A. in geology from Yale University, an M.S. in biotechnology from The Johns Hopkins University, and an M.B.A. in finance from the Tuck School of Business at Dartmouth. He also has earned the Chartered Financial Analyst designation. | ||
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