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Michelle G

Series 63, Series 66

Beverly, MA

Fidelity

Michelle Garofalo is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Charitable giving & philanthropy Active portfolio management
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Aja C

Series 63, Series 66

Beverly, MA

Fidelity

Aja Conway is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Tristar Worldwide Chauffeured Services for three years. Outside of her advisory work, she works as an independent contractor delivering food for UberEats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Samantha H

Series 66

Beverly, MA

Fidelity

Samantha Hildebrandt is an Investment Consultant at Fidelity Investments, where she works with clients and their families to develop comprehensive financial planning and wealth enhancement strategies. Her approach involves understanding each client's unique goals and preferences to help them pursue their financial objectives and personal passions. She has been with Fidelity Investments since 2020, progressing through roles from Financial Representative to Relationship Manager before assuming her current position as Investment Consultant in 2022. This experience has provided her with a solid foundation in client relationship management and investment consulting. Details regarding her education, credentials, personal interests, or community involvement have not been provided.

Wealth management Financial Professional
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Matthew G

Series 63, Series 65

Beverly, MA

Fidelity

Matthew Greeke is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His career at Fidelity includes roles at Fidelity Investments since 2013 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Charitable giving & philanthropy Active portfolio management
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