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Christopher C

Series 65, Series 63

Bayside, NY

Fidelity

Christopher Chiu is a financial advisor at Fidelity with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Target and Uber and spent eight years with the NYPD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management
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James M

Series 63, Series 66

Bayside, NY

Fidelity

James Ma is a financial advisor at Fidelity with 25 years of industry experience. His prior work includes seven years at JPMorgan Chase Bank and JP Morgan Securities LLC. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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