Meet the Strategic Advisers Leadership Team

Strategic Advisers LLC

Strategic Advisers LLC is a registered investment adviser and a Fidelity Investments company. With over 100 investment professionals, the team seeks to provide investment management and solutions to help investors achieve their financial goals.


P. Brian Enyeart, CFA®

  • PRESIDENT
  • Joined Fidelity: 2006

As president, Brian Enyeart is responsible for overseeing Fidelity's retail and workplace managed account solutions. Prior to assuming his current position in March 2018, he was chief investment officer for Strategic Advisers. Since joining Fidelity in 2006, Mr. Enyeart's roles have also included head of quantitative research, managing director and chief investment officer, in London and Boston. Before joining Fidelity, Mr. Enyeart worked as the director of quantitative research at Citigroup Asset Management. He has been in the investments industry since 1994. Mr. Enyeart received a bachelor of arts degree in political science and business from Vanderbilt University and a master of arts degree in finance from Golden Gate University. He is also a CFA® charterholder.


John Stone, CFA®

  • Chief Investment Officer
  • Joined Fidelity: 1993

As chief investment officer, John Stone is responsible for overseeing the investment teams for Portfolio Advisory Services Accounts, Workplace Managed Accounts, Fidelity Charitable Gift Fund® (CGF) Charitable Legacy Pool, and the Strategic Advisers Funds. Prior to assuming his current responsibilities, Mr. Stone was associate chief investment officer, portfolio manager, and U.S. Equity group leader at Strategic Advisers. He has been in the financial industry since first joining Fidelity in 1993. Mr. Stone earned his bachelor of science degree in quantitative economics from Tufts University and his master of business administration degree from Cornell University's Johnson Graduate School of Management. He is also a CFA® charterholder.


Nicholas Yoo

  • HEAD OF PORTFOLIO ENGINEERING
  • JOINED FIDELITY: 2007

As head of portfolio engineering at Strategic Advisers LLC, Nicholas Yoo oversees the portfolio construction and trading in Fidelity’s retail and workplace managed account offerings, which include Portfolio Advisory Services Accounts, Fidelity Private Wealth Management and Wealth Planner multi-account portfolios, Fidelity Strategic Discipline Strategies, and Workplace Managed Accounts*. Prior to assuming his current position in 2022, Mr. Yoo worked as a vice president of personalized wealth management. Before joining Fidelity, Mr. Yoo held various other positions, including vice president at JPMorgan Asset Management. Mr. Yoo has been in the financial industry since 1999. Mr. Yoo earned his bachelor of arts degree in finance from the University of Utah and his executive master of business administration degree from Boston University. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 registration. 


Stephanie Caron

  • HEAD OF INVESTMENT SERVICES
  • JOINED FIDELITY: 2016

As head of investment services, Stephanie Caron is responsible for the divisions' strategic planning, execution and day-to-day operations. Prior to assuming her current position in February 2019, Ms. Caron was senior vice president and head of Global Middle Office for Fidelity Fund and Investment Operations, where she was responsible for investment management services and relationship management of vendors, custodians, and business partners. Before joining Fidelity in 2016, Ms. Caron was managing director and department head as part of Investor Services Americas at State Street Corporation. She has been in the investments industry since 1991. Ms. Caron received a bachelor of science in business administration from Bucknell University.


Timothy Estella

  • HEAD OF TRADING
  • JOINED FIDELITY: 2015

As head of trading, Timothy Estella is responsible for multi-asset trading strategy and implementation across the managed account platform at Strategic Advisers. In addition, he maintains oversight of trading infrastructure, connectivity, and trade routing logic with both internal and external partners. Prior to joining Fidelity in 2015, Mr. Estella served as managing director and head of equity sales trading at Barclays Capital. Previously, he held several positions at Lehman Brothers, including vice president, senior vice president, and managing director. He has been in the financial industry since 1998. Mr. Estella earned his bachelor of science degree in political science and policy studies from Syracuse University.


Scott Kuldell, CFA®

  • SVP, INVESTMENT RESEARCH AND DEVELOPMENT
  • Joined Fidelity: 1987

Scott Kuldell, CFA As senior vice president of investment research and development, Scott Kuldell is responsible for driving innovation across Strategic Advisers products and methodologies. Prior to assuming his current position in January 2014, Mr. Kuldell served as senior vice president and director of portfolio management. Previously, he was a vice president, portfolio manager, and director of investments. Mr. Kuldell also held several other roles within Fidelity, including director of asset management consulting, head of asset allocation policy and strategy, global fixed income portfolio manager, currency analyst, and quantitative analyst. He has been in the investments industry since joining Fidelity in 1987. Mr. Kuldell earned his bachelor of art degree, magna cum laude, from Dartmouth College. He is also a CFA® charterholder.