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Fidelity Investments

Fidelity Investments


Financial Services


Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $6.5 trillion, including managed assets of $2.4 trillion as of September 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients’ money. Privately held for 70 years, Fidelity employs more than 40,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit


Joseph R. Murray
Vice President - Public Affairs

Christina Cuzzi
Sr. Manager, Community Relations

Mike Gabree
Co-regional site leader

Sean Howell
Co-regional site leader

Cathy McAndrews
Director, Compliance

Tiffany Miller
Co-regional site leader

Jeffrey Peterson
Director, Program Management

Teresa Robinson
Community Relations Manager

Jesse Stanesa
Vice President, Public Affairs

Stephanie Trethaway
Co-site leader

Whitney Whelan
Regional Leadership Team

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