Arya Moshrefi is a financial advisor at Fidelity with 8 years of industry experience. His prior roles include positions at Bank of America, Merrill, and New York Life Insurance. Outside of finance, he has been involved with an automotive window tinting business, assisting with shop operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Salem is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Goldman Sachs AYCO and LA Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and oversight controls in its investment process.