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Coaching sessions with the Trading Strategy Desk®

A unique opportunity to ask your questions to a coach with real trading experience.

Find your area of interest and select a session that fits your schedule:

Daily market briefings: Discuss current market events
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Options trading: Managing risk, pricing, strategies, and more
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Trading tools: Calculators, screeners, research and more
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Trading basics: Finding opportunities, developing a plan, analysis, and more
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Technical analysis: Applying charting and trends to your trading
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Live webinar follow-up: Discuss your questions with a professional
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“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.”

 

— Leticia Villarreal, Team Leader

Trading Strategy Desk®



Our interactive sessions 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

Matt Davison

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 Delisse, CFA®

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.

Peter Janssen, CFP®

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, CMT®

Robert Kwon, CMT® 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), a Registered Options Principal (Series 4), and is a Chartered Market Technician (CMT®). 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.

Troy Mahon, ChFC®
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), a Registered Options Principal (Series 4) 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®, CMT®
Albert Marquez, CFP®, CMT® 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®), a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and is a Chartered Market Technician (CMT®).
Andrew McGowin, CMT®
Andrew McGowin, CMT®, began his career at Fidelity Investments in 2016. Before joining the Trading Strategy Desk, he spent time in many different roles, most recently with the Active Trader VIP Desk. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), a General Securities Sales Supervisor (Series 10), and a Chartered Market Technician (CMT®). Prior to joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in political science and English. He graduated from Southern New Hampshire University with a master’s degree in applied economics.
James Savage

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).

Heath Smith
Heath Smith began his career with Fidelity in May of 2020. He spent time in the Service and Fidelity Digital Assets functions before joining the Trading Strategy Desk®. Prior to joining Fidelity, he graduated from Texas A&M University with a Bachelor's degree in Economics. He is currently a Registered Securities Representative (Series 7/63) and a General Securities Sales Supervisor (Series 9/10).
Rob Smith
Rob Smith started his career with Fidelity Investments in 2021 as a trader in our Premium Services function. Since then he has held roles within our Active Trader Services organization. Spending several years on our Active Trader VIP Desk before joining the Trading Strategy Desk® in October of 2025. He is a Registered Securities Representative (Series 7/63). Prior to joining Fidelity, Rob served in the Marine Corps as a machinist.
Konstantin Vrandopulo

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).

More to explore

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by the CFA Institute.

The CERTIFIED FINANCIAL PLANNER® certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

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