Meet the Investment Team

Strategic Advisers LLC

Strategic Advisers LLC (Strategic Advisers), provides discretionary portfolio management as sub-adviser for the Fidelity U.S. Large Cap Equity Strategy. Strategic Advisers has retained FMR Co., Inc. (FMR) to provide investment models that Strategic Advisers will use in managing accounts enrolled in the strategy. FMR benefits from the unique history and experience of Fidelity, which has:

  • Managed and researched equity strategies for over 75 years1
  • An equity investment team with an average of 19 years' experience1
  • More than 350 research professionals in North America1
  • An equity research team that covered 946 U.S. companies in 20181

Barry Golden, CFA, CAIA

  • PORTFOLIO MANAGER, STRATEGIC ADVISERS LLC
  • Joined Fidelity: 2003

Barry Golden is a portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. In this role, Mr. Golden manages Strategic Advisers Small-Mid Cap Fund, Strategic Advisers Fidelity U.S. Total Stock Fund, and the Fidelity U.S. Large Cap Equity SMA. 
 
Prior to assuming his current position in May 2013, Mr. Golden served as the alternative investments research team leader. Previously, he was the U.S. growth research team leader, and during this time, also co-managed Strategic Advisers Growth Fund. Mr. Golden also held various other roles within Fidelity, including associate director of investments on the Fidelity Charitable Gift Fund, research analyst, and data analyst at Fidelity Management & Research Company (FMR Co.). He has been in the investments industry since joining Fidelity in 2003. 
 
Mr. Golden earned his bachelor of science degree in business information systems from University College Cork in Ireland, where he graduated with first class honors, and his master of science degree in finance (international investments) from Brandeis University’s International Business School. He is also a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA). 

Sean Gavin, CFA

  • PORTFOLIO MANAGER, FMR CO., INC
  • JOINED FIDELITY: 2007

Sean Gavin manages Fidelity Value Discovery Fund, Fidelity Blue Chip Value Fund, Fidelity Advisor Equity Value Fund, Fidelity Advisor Value Leaders Fund, Fidelity Series Value Discovery Fund, and FIAM Target Date Value Discovery Commingled Pool.
 
Mr. Gavin has been with Fidelity since 2007 and prior to his current responsibilities, he was a research analyst in the Equity division. Mr. Gavin earned his bachelor of arts degree in mathematics from Oberlin College and his bachelor of music degree in trombone performance from the Oberlin Conservatory. He is also a CFA® charterholder

Matthew W. Fruhan

  • PORTFOLIO MANAGER, FMR CO., INC.
  • JOINED FIDELITY: 1995

Matt Fruhan manages Fidelity Advisor Capital Development Fund, Fidelity Series Growth & Income Fund, Fidelity Advisor Series Growth & Income Fund, Fidelity Growth & Income Portfolio, Fidelity Advisor Growth & Income Fund, and Fidelity VIP Growth & Income Portfolio. Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and is lead-manager of the Fidelity Equity-Income strategy model portfolio, a separately managed account (SMA). Prior to assuming his current responsibilities, Mr. Fruhan managed Fidelity Advisor Financial Services Fund, VIP Financial Services Portfolio, and Select Financial Services Portfolio. Previously, he served as the industrials sector leader and managed Fidelity Advisor Industrials Fund, VIP Industrials Portfolio, and Select Industrials Portfolio.

He has been in the investment industry since joining Fidelity in 1995. Mr. Fruhan earned his bachelor of arts degree, cum laude, in economics from Harvard College and his master of business administration degree from Harvard Business School.

Sonu Kalra

  • PORTFOLIO MANAGER, FMR CO., INC.
  • Joined Fidelity: 1998

Sonu Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund and Fidelity Blue Chip Growth Commingled Pool.
 
Prior to assuming his current responsibilities, Mr. Kalra managed a variety of other funds, including Fidelity OTC Portfolio, Fidelity OTC Commingled Pool, Fidelity Select Computers Portfolio, Fidelity Select Technology Portfolio, Fidelity Advisor Technology Fund, and Fidelity VIP Technology Portfolio. Mr. Kalra also served as sector leader of the technology team and managed Fidelity Select Networking & Infrastructure Portfolio.
 
He joined Fidelity as an analyst in 1998.  Mr. Kalra earned his bachelor of science degree in finance from Pennsylvania State University and his master of business administration degree from The Wharton School of the University of Pennsylvania.

Naveed Rahman

  • Institutional Portfolio Manager, FMR Co., Inc.
  • JOINED FIDELITY: 2003

Naveed Rahman is an institutional portfolio manager at Fidelity Investments. In this role, Mr. Rahman serves as portfolio manager on several income-oriented and value-equity separately managed accounts, and is a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners. Mr. Rahman's focus is on value and income equity. He is a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, as well as contributing to investment thought leadership in support of the team. Prior to assuming his current role in December 2011, Mr. Rahman worked as a vice president at Fidelity from 2005 to 2011. He has been in the financial industry since 1996. Mr. Rahman earned his bachelor of arts degree in ethics, politics, and economics from Yale College, where he graduated Phi Beta Kappa, and his master of business administration degree from Stanford University's Graduate School of Business.