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| Mngr Name |
Adam Kramer |
| Mngr Start Date |
2017-07-31 |
|
| Biography |
| 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. |
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| Mngr Name |
Ford E. O'Neil |
| Mngr Start Date |
2012-06-15 |
|
| Biography |
| Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. |
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|
| Mngr Name |
Rick Patel |
| Mngr Start Date |
2020-04-28 |
|
| Biography |
| Rick Patel is a fixed income portfolio manager in Fidelity’s London office. He specialises in global and regional fixed income products, and was a quantitative analyst and key member within the fixed income team for five years prior to moving into an associated portfolio manager role in 2005. After two years, he was promoted to portfolio manager at FIA(UK). |
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|
| Mngr Name |
Franco Castagliuolo |
| Mngr Start Date |
2009-12-31 |
|
| Biography |
| Franco Castagliuolo joined Fidelity Investments in 1996, since then Mr. Castagliuolo has worked as a research associate and portfolio manager. |
|
|
| Mngr Name |
Timothy Gill |
| Mngr Start Date |
2018-12-31 |
|
| Biography |
| Timothy Gill is a portfolio manager in the High Income and Alternatives division at Fidelity Investments. Fidelity
Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage,
benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and
individuals.
In this role, Mr. Gill co-manages Fidelity and Fidelity Advisor Global High Income Funds, Fidelity and Fidelity Advisor
Total Emerging Markets Funds, Fidelity and Fidelity Advisor New Markets Income Funds, Fidelity and Fidelity
Advisor Strategic Income Funds, Fidelity VIP Strategic Income Portfolio, Fidelity Series Emerging Markets Debt
Fund, Fidelity Emerging Markets Debt Central Fund, and various institutional portfolios for U.S. and non-U.S.
investors.
Prior to assuming his current portfolio management responsibilities, Mr. Gill was an assistant portfolio manager and
research analyst on the emerging markets debt team, where he covered a variety of sovereign credits. Additionally,
he was also a trader within the High Income division covering emerging market sovereign debt. He has been in the
financial industry since joining Fidelity in 2000 in the foreign trade operations group.
Mr. Gill earned his bachelor of science degree in business administration from the University of Vermont. He is also a
CFA charterholder and a member of CFA Society Boston. |
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|
| Mngr Name |
Brian Chang |
| Mngr Start Date |
2019-10-31 |
|
| Biography |
| Brian Chang is a portfolio manager in the High Income and Alternatives division at Fidelity. In this role, Mr. Chang is the lead portfolio manager for the Fidelity Sustainable High Yield ETF. He also co-manages Fidelity Capital & Income Fund, Fidelity Advisor High Income Advantage Fund, Fidelity and Fidelity Advisor Leveraged Company Stock Funds, Fidelity Preferred Securities & Income ETF, and the U.S. high-yield sub-portfolios of Fidelity and Fidelity Advisor Strategic Income Funds and Fidelity VIP Strategic Income Portfolio. He is also the co-manager on the preferred sleeve of Fidelity Strategic Dividend and Income Fund and the State of Massachusetts Pension HY account. He has been in the financial industry since 2002. Prior to assuming his current responsibilities, Mr. Chang was a research analyst in the High Income division. In this capacity, he covered sectors including aerospace and defense, airlines, cable, services, technology, telecom and trucking. Mr. Chang earned his Bachelor of Arts degree in mathematical methods in the social sciences and Bachelor of Arts degree in economics from Northwestern University. He also earned his Master of Business Administration from Columbia Business School. |
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|
| Mngr Name |
Sean Corcoran |
| Mngr Start Date |
2017-12-08 |
|
| Biography |
| Since joined Fidelity Investments in 2001 and has worked as a research analyst and portfolio manager. |
|
|
| Mngr Name |
Ario Emami Nejad |
| Mngr Start Date |
2019-03-31 |
|
| Biography |
| Ario Emami Nejad joined Fidelity International in 2010, since then he has worked as a Fixed Income Graduate, Fixed Income Trader, and a portfolio manager. |
|
|
| Mngr Name |
Nader Nazmi |
| Mngr Start Date |
2020-09-18 |
|
| Biography |
| Nader Nazmi is a research analyst in the High Income and Alternatives division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Nazmi is responsible for sovereign debt research covering Brazil, Mexico, Argentina, and 18 other Latin American countries that the Emerging Markets Debt team invests in.
Prior to joining Fidelity, Mr. Nazmi was managing director, sovereign analyst, and macro strategist on the Emerging Markets Debt team at Wellington Management. Additionally, he has had an extensive career in the financial industry, including positions at: BNP Paribas as director and economist for Latin America, Capital Markets group; Institute of International Finance as deputy director and senior economist, Latin America department; Bank One as director of economic research, Latin America, Banc One Capital Markets; and Central Bank of Ecuador as an international advisor in the research department. Mr. Nazmi has also held several positions in academia, including: senior fellow and visiting professor in the Center for Latin America Studies at Georgetown University; Hollender professor and chairperson of the economics department at Lake Forest College; visiting scholar at the Center for Research on Economic Development at the University of Michigan; and Fulbright Scholar at the University of Sao Paulo. He has been in the financial industry since 1998.
Mr. Nazmi earned his bachelor of science degree in economics, summa cum laude, Phi Beta Kappa, from Iowa State University, and both his master's and doctorate degrees in economics from the University of Illinois. He also holds the Financial Industry Regulatory Authority (FINRA) Series 2, 7, 24, and 65 licenses. Additionally, his extensive research in economics and international finance have been published in academic journals, editorial contributions, and a book. |
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|
| Mngr Name |
Daniel Ushakov |
| Mngr Start Date |
2022-10-21 |
|
| Biography |
| Daniel Ushakov has worked as a Fixed Income Trader and assistant portfolio manager since joining Fidelity Investments in 2017. |
|
|
| Mngr Name |
Mark Notkin |
| Mngr Start Date |
2003-12-23 |
|
| Biography |
| Mr. Notkin is a vice president and co-manager of Fidelity Investments. Since joining Fidelity in 1994, he has worked as a research analyst and portfolio manager. |
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| Fidelity Management & Research Company LLC |
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| FMR Investment Management (U.K.) Limited |
| Fidelity Management & Research (Japan) Limited |
| Fil Investment Advisors |
| FIL Investment Advisors (UK) Ltd |
| Fidelity Management & Research (HK) Ltd |
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