Adam Joffe

Role: Head of Asset Management Compliance, Risk and Business Operations at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Adam Joffe

Driven leader with extensive experience in Asset Management | Proven CEO, CFO, COO with…

Experience

Head of Asset Management Compliance, Risk and Business Operations
Fidelity Investments
Dec 2020 — Present

Education

Bryant University
Master of Business Administration - MBA, Accounting
Bryant University
Bachelor of Business Administration - BBA, Finance

Skills

Private Equity
Asset Management
Financial Advisory
Equities
Investment Management
Financial Modeling
Risk Management
Cost Accounting
Mergers
Investment Advisory
Hedge Funds
Accounting
Portfolio Management
Finance
Fund of Funds
Financial Services
Budgets
Alternative Investments
Investments
Finra
Due Diligence

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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