Jonathan Lucas

About Jonathan Lucas

I earned a Bachelor of Arts in Economics from Cornell University and an MBA, with a…

Experience

1. Head of Investment Due Diligence & Oversight and Chief Fiduciary Officer, Fidelity Wealth Management

   Fidelity Investments

   Mar 2017 — Present · Boston, MA, US

   At Fidelity, we help over 43 million people feel more confident in their most important financial goals. Our diverse businesses give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to our clients.• Comprehensive fiduciary responsibility for more than $900B of managed accounts. Responsibilities include due diligence of Fidelity Wealth Management’s investment managers, model providers, service providers, and advisors participating in Fidelity’s RIA referral program. Duties include both quantitative and qualitative review and ongoing assessment of products and services by performing in-depth reviews of each investment manager’s investment program, operations, client experience, compliance program, and investment performance. Oversight of existing and new financial planning tools and algorithms used at Fidelity Wealth Management to give investment advice to clients. Chair multiple senior level committees at Fidelity including Investment Committee and Asset Allocation Profiling Committee; member of other various committees.• Product Management: Wealth Advisor Solutions “WAS” RIA referral program. Collaborate cross-company to design, refine, and grow Fidelity’s high net worth referral program. Since 2017 have helped grow the program at >20% annual CAGR and deliver $100M+ in annual revenue.