Meet the Investment Manager

Strategic Advisers LLC

Strategic Advisers LLC (Strategic Advisers), a registered investment adviser and a Fidelity Investments company, provides discretionary portfolio management as sub-adviser for Fidelity® Tax-Managed U.S. Equity Index Strategy accounts, including investment selection and trade execution. Strategic Advisers has over 30 years of experience in asset allocation and investment manager selection and has 25 years of experience in tax-smart investment management.*

Elizabeth Johnson

  • GROUP LEADER, SMA INVESTMENT MANAGEMENT, STRATEGIC ADVISERS LLC
  • JOINED FIDELITY: 2010

Liz Johnson is a group leader of investment management at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. In this role, Ms. Johnson leads the Separately Managed Account (SMA) Investment Management team, which is responsible for all aspects of the strategy and management of Strategic Adviser's separately managed account business, which includes equity and bond SMAs held in taxable and retirement accounts. She also manages customized, tax-sensitive portfolios and separately managed accounts for individual clients and trusts. 
 
Prior to assuming her current role, Ms. Johnson served as group leader in investment management. Before joining Fidelity in 2010, she held a variety of roles with Independence Investments LLC. She has been in the financial industry since 1994. Ms. Johnson received a bachelor of arts in economics and international relations from Boston University. She holds the Financial Industry Regulatory Authority (FINRA) Series 65 registration.