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Michael W

Series 63, Series 66

Noblesville, IN

Fidelity

Michael Wright is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank before joining Fidelity in 2017. He is currently based in Noblesville, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of algorithmic methods and AI in research, and formal proxy voting and governance procedures.

Charitable giving & philanthropy Active portfolio management
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Nichole G

Series 66

Noblesville, IN

Fidelity

Nichole Green is a Series 66-credentialed financial advisor at Fidelity with 12 years of industry experience. She has worked at multiple Fidelity entities since 2017 and previously at Signator Investors, Inc. from 2012 to 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a diverse investable universe.

Charitable giving & philanthropy Active portfolio management
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