Gary Gallagher
- Role
- Head, Wealth Management and Advisory and President, Fidelity Institutional Wealth Advisor (Fiwa) at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Gary Gallagher
Specialties: Business leadership and management, product development and management…
Experience
Head, Wealth Management and Advisory and President, Fidelity Institutional Wealth Advisor (Fiwa)
Jul 2021 — Present
Executive leadership team member of $4 trillion asset administration business of Fidelity Investments. Oversight of wealth management and advisory offerings and Registered Investment Advisor (FIWA) providing managed solutions and advice to financial intermediaries. Key focus areas include product development, manager research and due diligence, portfolio engineering, thought leadership, managed accounts, alternative investments, and core investments offerings for financial intermediaries.
Education
University of Wisconsin-Madison
BBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, General Management
The Wharton School
Security Industry Institute
Harvard Business School
Corporate Board Director Program
Skills
- Strategic Planning
- Alternative Investments
- Management
- Marketing
- Business Development
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