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ชื่อ | ชื่อเรื่อง | ตั้งแต่ | จนกว่า |
---|---|---|---|
Ramona Persaud | Portfolio Manager | 2011 | now |
ประวัติส่วนตัว | Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager. | ||
Adam Kramer | - | 2011 | 2019 |
ประวัติส่วนตัว | Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries. | ||
James Morrow | Portfolio Manager | 2011 | 2017 |
ประวัติส่วนตัว | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
Stephen R. Petersen | Vice President | 1993 | 2011 |
ประวัติส่วนตัว | Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen holds the Chartered Financial Analyst designation. | ||
Beth F. Terrana | Senior Vice President, Portfolio Manager | 1966 | 1993 |
ประวัติส่วนตัว | Terrana has been a senior vice president and portfolio manager with Fidelity Investments since 1993. She joined the company in 1983 as a securities analyst in the retail and apparel industries. Previously, she worked as assistant vice president of Putnam Management for three years. She began her financial career in 1978 as an assistant manager with Morgan Guaranty Trust Company. Terrana holds the Chartered Financial Analyst designation. |
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