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Jim Armstrong

Jim Armstrong is a marketing director in Fidelity’s Personal Investing division. In this position, he creates educational content to help people with retirement planning and other financial wellness topics. Formerly, Jim distinguished himself as an Emmy-winning journalist, spending 17 years as a television reporter for network affiliates around the country.

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Jurrien Timmer

Jurrien Timmer is the director of Global Macro at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

In this role, Mr. Timmer is part of Fidelity's Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity's clients. Mr. Timmer has been at Fidelity for 22 years and has more than 30 years of experience in the industry.

Prior to assuming his current position in 2005, Mr. Timmer held various other roles within Fidelity, including director of market research and technical research analyst. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014.

Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO. He has been in the financial industry since 1985.

Mr. Timmer earned his bachelor of science degree in finance from Babson College.

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Lars Schuster

Lars Schuster is an institutional portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

In this role, he is a member of the investment management team, and is responsible for delivering SAI’s managed account investment philosophy, process, and ongoing activities to a wide range of investors.

Prior to assuming his current role in July 2010, Mr. Schuster was a director of investment product for Personal, Workplace and Institutional Services (PWIS) from 2005 to 2010. Before rejoining Fidelity in 2005, he worked as a director of sub-advisory services and as a senior research analyst at Financial Research Corporation from 2002 to 2005. Previously, Mr. Schuster held various roles at Fidelity, including that of associate product manager for Fidelity Investments Institutional Services Company (FIIS) in 2001, and client service manager in the Institutional Brokerage Group from 2000 to 2001.

Before joining Fidelity in 2000, he was team leader advisor council at Pioneer Investments from 1997 to 2000. He has been in the financial industry since 1997.

Mr. Schuster earned his bachelor of business science degree in marketing and finance from the University of Massachusetts at Amherst. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, and 65 registrations.

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Leanna Devinney, CFP^®

Leanna Devinney is responsible for leading one of Fidelity’s Investor Centers, offering financial and investment guidance to our clients including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employer benefit solutions.

She’s been with Fidelity for more than nine years and has spent that time working face to face with customers. She greatly enjoys building relationships with clients by getting to know them, learning about their backgrounds, and helping them identify their goals.

Leanna holds a bachelor’s degree from Saint Joseph’s University in Philadelphia, and she holds the Certified Financial Planner™ designation.

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Elizabeth Hare

Elizabeth Hare is a vice president in Fidelity’s Personal Investing division. In this position, she creates educational content for workplace participants to help with retirement planning and other financial wellness topics.

Elizabeth holds a master of business administration degree from the Stern School of Business at New York University and a bachelor of arts degree in economics from Fordham University.

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Ashley Tran

Ashley Tran leads a team of professionals who provide investment planning and advice to Fidelity customers by cultivating relationships to define customer needs and guide investment strategies through Fidelity’s tools and solutions. Throughout her career, Ashley has found success through building relationships, not just building sales or building assets. Now, she leads, coaches, and develops a team to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance.

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Jenn Sirois, CFP^®

Jenn Sirois is a vice president, financial consultant at Fidelity’s Investor Center in Shrewsbury, Massachusetts. Since joining Fidelity in 2006, Jenn has helped families develop actionable financial plans to achieve their vision of financial security both in the short and long term.

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Randelle Lenoir

Randelle Lenoir is an Investor Center leader in the Chicago area. She spends her days at Fidelity coaching and inspiring a team of financial planning professionals to deliver essential support to customers in need of financial planning and investment management. She’s spent her career working with people from all walks of life, helping them solve problems and achieve goals. She believes that solid financial planning relationships can change lives and communities for the better.

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Denise Chisholm

Denise Chisholm is a sector strategist in the Equity and High Income division at Fidelity Investments.

In this role, Denise is responsible for the research of portfolio construction strategies combining sector-based mutual funds and exchange-traded funds (ETFs).

Prior to assuming her current responsibilities in April 2013, Denise held multiple roles within Fidelity, including research analyst on the megacap research team, research analyst on the international team, and sector specialist.

Previously, Denise performed dual roles as an equity research analyst and director of Independent Research at Ameriprise Financial. In this capacity, she focused on the integration of differentiated research platforms and methodologies. Before joining Fidelity in 1999, Denise served as a cost-of-living consultant for ARINC and as a Department of Defense statistical consultant at MCR Federal. She has been in the financial industry since 1999.

She earned her bachelor of arts degree in economics from Boston University.

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Stacey Watson

As head of Life Events at Fidelity Investments, Stacey leads the effort to reimagine how people navigate the moments that matter in their lives – expected or unexpected – including over 30 major life events.

Before joining Fidelity, Stacey spent 20 years at Harley-Davidson, one of America’s most beloved brands and respected manufacturing companies. As a member of the senior leadership team, she built a reputation for reinvigorating brands, inspiring teams, and delivering business results through fantastic customer experiences.

Stacey was hand-picked to lead the effort to retain and re-inspire millions of existing riders while simultaneously bringing in new customers – a goal many thought unachievable. Under her leadership, the company grew sales and delivered the #1 market share position in every customer segment: Core, Young Adult, Women, African-American and Hispanic.

Stacey led the design, development, construction and launch of the $75 million, award-winning Harley-Davidson Museum, which welcomes over 200,000 visitors annually. As the lead spokesperson, she appeared on The Today Show, National Public Radio, Bloomberg Business Week and the LA Times.

Stacey holds a BS in International Politics from the Georgetown University School of Foreign Service, and an MBA from the Kellogg School of Management at Northwestern University.

Born in Boston, MA, Stacey has lived and travelled around the world, including Latin America, Africa, Europe and Asia. She worked in London, and spent a summer on a butterfly farm in Honduras.

Stacey is a registered yoga teacher, rescue scuba diver, classical guitarist, improv and stand-up comedy student, and five-time polar bear. She enjoys live music, cooking soup, reading, and her English Mastiff, Wilma.

Fidelity Viewpoints^®: Market Sense

Thank you for taking the time to give us your feedback

Presenters

Jim Armstrong

Jurrien Timmer

Leanna Devinney, CFP^®

Lars Schuster

Discover what Fidelity can do for you

Jim Armstrong

Jurrien Timmer

Lars Schuster

Leanna Devinney, CFP^®

Elizabeth Hare

Ashley Tran

Jenn Sirois, CFP^®

Randelle Lenoir

Denise Chisholm

Stacey Watson

Thank you for taking the time to give us your feedback

Presenters

Jim Armstrong

Jurrien Timmer

Leanna Devinney, CFP®

Lars Schuster

Discover what Fidelity can do for you

Stay Connected

Jim Armstrong

Jurrien Timmer

Lars Schuster

Leanna Devinney, CFP®

Elizabeth Hare

Ashley Tran

Jenn Sirois, CFP®

Randelle Lenoir

Denise Chisholm

Stacey Watson

Leanna Devinney, CFP^®

Leanna Devinney, CFP^®

Jenn Sirois, CFP^®