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Evan B

Series 63, Series 66

Stamford, CT

Fidelity

Evan Brois is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC and Laidlaw & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mauricio R

Series 63, Series 65

Stamford, CT

Fidelity

Mauricio Redondo is a financial advisor at Fidelity with eight years of industry experience. He has held positions at several firms, including Citigroup, J.P. Morgan Chase, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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