Chestnut Hill, MA Boylston St Office

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Robert Leonhardt is a Planning Consultant at Fidelity Investments, where he supports local advisors in developing customized financial plans for clients. In his role, he focuses on helping families build lasting financial plans and fostering ongoing, trustworthy relationships. Robert has been with Fidelity Investments since 2019, progressing through several roles including Intern, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans various aspects of client relationship management and financial planning. Outside of his professional work, Robert's personal interests include attending concerts, football, golf, movies, puzzles, and theater.

Bridget Skeffington is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at M&T Bank, Playa Bowls LLC, and the University of Connecticut. Outside of finance, she has experience in the food service industry with Marylou's Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Claudia Rozas is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Her prior roles include positions at Cambridge Trust, Bank of America, and JVS Boston. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Jack DeSantis is a Financial Consultant at Fidelity Investments' Chestnut Hill Investor Center, where he collaborates with clients to develop customized financial plans. He utilizes a broad range of strategies and services to meet individual client needs. Jack's role involves educating clients on various investment strategies, aiming to empower them to make confident and informed financial decisions. Jack has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant from 2021 to 2023, Investment Consultant from 2023 to 2025, and currently serving as a Financial Consultant. This experience has contributed to his comprehensive understanding of investment strategies and client financial planning. Outside of his professional responsibilities, Jack's personal interests include beach activities, family activities, football, and golf.

Thomas Walker is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Frontier Security Strategies. Outside of his advisory work, he has been involved with yacht clubs in the New Bedford and Nantucket areas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and advisory roles uncommon among large institutional peers.

Alasdair Swett is a Series 66 licensed financial advisor with Fidelity in Chestnut Hill, MA, with one year of industry experience. His prior work history includes a position at Harbour Capital Corporation and various roles outside finance, such as involvement with the University of New Hampshire Cat's Cupboard Food Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Drew Kaski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2017 to 2018. Drew focuses on understanding clients' priorities and helping them develop plans to achieve their long-term goals. He values open and collaborative relationships and aims to build trust through professional service. Outside of his professional work, Drew enjoys spending time at the beach, fishing, playing golf, and engaging in activities related to lake environments. He is also involved in parenthood.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Matthew Mckenna is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various capacities within Fidelity since 2001, including roles at Fidelity Charitable Services and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company entities. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and oversee diversified model portfolios.

Andrew Alvarez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Fidelity divisions since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Peter Smail is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced methodologies including AI, and formal governance procedures.

Matthew Wrobel is a Planning Consultant at Fidelity, where he supports Financial Consultants by assisting local clients with customized financial planning aimed at helping families pursue their goals, achieve peace of mind, and gain financial confidence. His role involves helping clients build long-term strategies tailored to their unique objectives, facilitating understanding of various options, and fostering trust and reliability in the support provided. Matthew's professional experience includes several roles within Fidelity Investments, such as Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, all held between 2022 and 2024. Prior to joining Fidelity, he worked as a Financial Adviser at McAdam Financial from 2021 to 2022 and as an Inside Sales Representative at demandDrive from 2019 to 2021.

Alexander Tjie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes various roles prior to joining Fidelity, as well as extensive periods of full-time education. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Inas Alawam is a Financial Consultant currently working at Fidelity Investments since 2023. She has held several roles in the financial services industry, including Vice President-Financial Advisor at Private Client Citizens Bank from 2022 to 2023, Vice President-Financial Consultant at Charles Schwab from 2021 to 2022, Senior Relationship Banker at Santander Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Her professional approach involves partnering with clients to optimize their financial processes by complementing their knowledge and skills. She and her team focus on educating clients to help them make informed decisions and growing impactful relationships. Outside of her professional work, Inas has interests in food, music, and yoga.