Find your area of interest and select a session that fits your schedule:
| Daily market briefings: Discuss current market events | |
| Options trading: Managing risk, pricing, strategies, and more | |
| Trading tools: Calculators, screeners, research and more | |
| Trading basics: Finding opportunities, developing a plan, analysis, and more | |
| Technical analysis: Applying charting and trends to your trading | |
| Live webinar follow-up: Discuss your questions with a professional |
“The Trading Strategy Desk is a unique team combining experience and acumen to coach clients. We provide insight and analytics into the markets, and help clients implement disciplined and informed investing strategies.”
— Kate Ward, Team Leader
Trading Strategy Desk®
Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools.
You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.
Meet the Trading Strategy Desk® team
Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).
Matt Davison began his Fidelity career in 2016. He spent time in the Service, Active Trader and Fixed Income functions prior to joining the Trading Strategy Desk®. Matt graduated from the University of Florida with a bachelor’s in Microbiology. He is currently a Registered Securities Representative (Series 7/63), and he is also a Registered Options Principal (Series 4).
Nicholas D. Delisse, CFA®, joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk® since June 2014. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA®). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.
Jacob Ellis began his career at Fidelity Investments in 2015. Until joining the Trading Strategy Desk ® , he spent several years in our Active Trader Services function. Jacob earned a master of science finance degree from the University of Utah in 2019, and also serves in the U.S. Army Reserve Finance Corps. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10).
Peter Janssen, CFP®, joined Fidelity Investments in 2010. Before joining the Trading Strategy Desk®, he held several roles most recently with the Active Trader VIP Desk. Prior to joining Fidelity, Peter graduated from the University of North Texas with a Bachelor’s degree in Finance. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP®).
Robert Kwon joined Fidelity Investments in 2011. He spent time in our Service and Active Trader Services functions before joining Fidelity's Trading Strategy Desk® in June of 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Robert worked at several other financial firms. Robert graduated from the University at Buffalo (The State University of New York) in 2002 with a Bachelor of Science in Business Administration.
Jonathan Lord, CFP®, joined Fidelity in 2012 as a trader. He spent several years on the Active Trader VIP desk and recently joined the Trading Strategy Desk® in 2021. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Certified Financial Planner (CFP®).
Prior to joining Fidelity, Jonathan graduated from Texas Tech University with a bachelor’s degree in Finance.
Troy Mahon joined Fidelity in 2021. He has held numerous roles in Financial Services including trading, sales, and retail banking. Prior to joining the Trading Strategy Desk®, Troy worked with the Investment Solutions team at Fidelity. He is a General Securities Registered Representative (Series 7/66) and graduated from Mount Saint Mary College with a bachelor’s degree in Mathematics. Troy also holds the Chartered Financial Consultant designation.
Albert Marquez, CFP® began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk®. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Certified Financial Planner (CFP®) and Registered Securities Representative (Series 7/63).
James Savage began his career with Fidelity in 2014 as a trader in our Service function. Since then he has held roles in our Premium Service and Active Trader Service functions. James joined the Trading Strategy Desk ® in October of 2019. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).
Konstantin Vrandopulo began his career with Fidelity in 2012. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk®. Konstantin graduated from Valdosta State University with an M.B.A and a Bachelor's in Finance. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).
Kate Ward began her career at Fidelity Investments in 2015. She has spent time in Fidelity's Client Services, Advisory Services, and Active Trader Service functions. Kate graduated from the University of Maryland with a bachelor’s degree in accounting, and the University of North Florida with a Master's degree in Business Administration concentrating in Finance. Kate is currently a Registered Securities Representative (Series 7/63), a General Securities Sales Supervisor (Series 9/10), and a Registered Options Principal (Series 4). Kate enjoys cycling, gardening, and traveling.