In this recorded webinar, we discuss how to help protect your portfolio in an uncertain environment. Topics include:
- Policy updates from Washington DC and the elections' possible economic impact
- Insights on the recent direction of the markets and what it could mean for you
- Different investment strategies designed to help grow and protect your wealth
Denise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division 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 institutions, financial intermediaries, and individuals.
In this role, Ms. Chisholm is focused on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. In addition to her research responsibilities, Ms. Chisholm is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media.
Prior to assuming her current position, Ms. Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Ms. Chisholm also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist.
Previously, Ms. Chisholm 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, Ms. Chisholm 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.
Ms. Chisholm earned her bachelor of arts degree in economics from Boston University.
Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments and is based in Salt Lake City, UT. In this role, Matthew listens closely to his client’s experiences, seeks to understand their concerns and goals, and works with them to construct a financial plan and investment strategy tailored to their needs. He seeks to take the complex world of investing and simplify it. In doing so, he helps clients and their families on the path toward financial freedom.
Prior to assuming his current role in 2013, Matthew was a Retirement Solutions Representative and a Client Service Associate at Fidelity from 2011 to 2013.
Roger leads a team of professionals focused on Fidelity’s high-net-worth clients and workplace executives to meet their investment and planning needs. He also heads the delivery of wealth planning and advice in our retail branches and oversees the branch innovation initiative.
Prior to his current position, Roger served as president of Fidelity’s Family Office Services group, where he was responsible for managing all strategy, sales, business development, technical product development, and relationship management for high-net-worth clients. He also has a number of leadership roles in sales and service.
In addition, Roger was president of the northeast region for Wilmington Trust, N.A., where he led the development of wealth advisory services for clients throughout the northeastern United States, including private banking, investment services, fiduciary services, and family office services.
Roger has passed the Series 6, 7, 8, 63, and 66 exams.
He earned a bachelor of science degree in finance from the University of Alabama and completed Harvard Business School’s General Manager Program.
Alice Joe is vice president, Government Relations for Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and service to more than 35 million individuals, institutions, and financial intermediaries.
Since joining Fidelity in 2017, Ms. Joe has worked to align policy outcomes with the firm’s strategic objectives. She has advocated on behalf of the firm’s interest in Washington on a range of legislative and regulatory policies before government officials. Her areas of expertise include financial services regulation, retirement and education savings policy, and tax.
Prior to joining Fidelity, Ms. Joe served as vice president of the U.S. Chamber of Commerce’s Center for Capital Markets Competitiveness (CCMC). She also has extensive experience in the federal government, having served on the U.S. Senate Homeland Security and Government Affairs Committee as senior policy advisor to Sen. John McCain (R-AZ) and as professional staff member to Sen. Peter Fitzgerald (R-IL). She also served as deputy assistant secretary for policy of the Employee Benefits Security Administration at the U.S. Department of Labor, directing the policy, legislative and research functions of the agency that administers ERISA. Prior to her government service, Ms. Joe held senior positions in private equity firms.
Ms. Joe has an MBA from Tulane University and a BBA from Baylor University. She holds the Chartered Financial Analyst (CFA®) designation.