Marlton, NJ Office

Mark Barron is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2025, he worked at Merrill and Bank of America, N.A., each for 10 years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jeremy Young is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including 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 manage portfolios, with a noted role in model portfolio delivery, commodity pool operations, and formal advisory services to multiple registered investment companies.

James Dunleavy is the Vice President and Branch Leader at Fidelity Investments, where he co-leads the Marlton Investor Center. He is committed to helping individuals plan for financial success. James has held several leadership roles within the financial services industry. Since 2024, he has served as Vice President and Branch Leader at Fidelity Investments. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2023 to 2024 and Team Lead from 2021 to 2023. He also worked as Assistant Vice President at Merrill Edge from 2014 to 2021 and as a Loan Originator at PHH Mortgage from 2012 to 2014.

Richard Damerau Jr. is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including PHH Mortgage, Bank of America, Merrill, and Manpower Group. Damerau is currently based in Marlton, NJ. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.