Meet the Investment Team

Strategic Advisers LLC

Strategic Advisers LLC (Strategic Advisers), a registered investment adviser and a Fidelity Investments company, provides day-to-day discretionary portfolio management as sub-adviser of Fidelity U.S. Large Cap Strategy accounts, including investment selection and trade execution. Strategic Advisers has retained Fidelity Management & Research Company LLC (FMRCo) as a model holdings provider. FMRCo actively researches and evaluates stocks to select positions for the model portfolios. FMRCo benefits from Fidelity’s rich history of managing equity strategies for over 75 years and the experience of its 400+ dedicated equity investment professionals.1

Barry Golden, CFA, CAIA

  • PORTFOLIO MANAGER, STRATEGIC ADVISERS LLC
  • Joined Fidelity: 2001

Barry Golden is a portfolio manager for Strategic Advisers. In this role, he is responsible for managing the Fidelity U.S. Large Cap Strategy and overseeing its adherence to its investment mandate and objective. He also manages equity mutual funds for Strategic Advisers managed account programs.
 
Prior to assuming his current position in 2013, Mr. Golden served as the alternative investments research team leader. He has been in the financial industry since joining Fidelity in 2001. 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 a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA).

Matthew W. Fruhan

  • PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 1995

Matt Fruhan is an underlying model manager for Fidelity U.S. Large Cap Strategy and Fidelity Dividend Income Strategy. As portfolio manager in the Equity division at Fidelity Investments, he manages several large cap funds, including Fidelity Growth & Income Portfolio, Fidelity Large Cap Stock Fund, and Fidelity Mega Cap Stock Fund.

Prior to his current responsibilities, Mr. Fruhan managed several sector funds, including Financial Services and Industrials. 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.

Sean Gavin, CFA

  • PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 2007

Sean Gavin is an underlying model manager for Fidelity U.S. Large Cap Strategy. As portfolio manager in the Equity division at Fidelity Investments, he manages Fidelity Value Discovery Fund, Fidelity Blue Chip Value Fund and ETF, 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 a CFA® charterholder.

César Hernandez, CFA

  • PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 1989

César Hernandez is an underlying model manager for Fidelity U.S. Large Cap strategy. As a portfolio manager in the Equity division at Fidelity Investments he manages several international institutional portfolios.
 
Prior to assuming his current role, Mr. Hernandez was a portfolio manager for international investments at State Street Bank & Trust Company. He  joined Fidelity in 1989 and has been in the financial industry since 1986. Mr. Hernandez earned his Bachelor of Science from Universidad Simón Bolívar and his Master of Business Administration from Babson College.

Sonu Kalra

  • PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • Joined Fidelity: 1998

Sonu Kalra is an underlying model manager for Fidelity U.S. Large Cap Strategy. As portfolio manager in the Equity division at Fidelity Investments, he is lead portfolio manager of Fidelity Blue Chip Growth Fund and ETF, 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. 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.

Anna Lester

  • SENIOR PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 2019

Anna Lester is an underlying model manager for Fidelity U.S. Large Cap Strategy and a senior portfolio manager in the Quantitative Research and Investments division at Fidelity Investments as part of the Systematic Equity Strategies team.
 
Prior to assuming her current role, Ms. Lester was a senior portfolio manager at Geode Capital Management, a senior portfolio manager and head of Environmental, Social, Governance (ESG) research within the active quantitative equity group at State Street Global Advisors. Prior to that, she was a portfolio manager at PanAgora Asset Management, a researcher at Putnam Investments, and a research analyst at Charles River Associates. Ms. Lester joined Fidelity in 2019 and has been in the financial industry since 1997. She earned her Bachelor of Arts from Wellesley College and her Master of Business Administration from Massachusetts Institute of Technology (MIT).

George Liu, CFA

  • SENIOR PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 2004

George Liu is an underlying model manager for Fidelity U.S. Large Cap Strategy. As a portfolio manager in the Equity division at Fidelity Investments, he manages Fidelity Enhanced Large Cap Core ETF, Fidelity Enhanced Large Cap Growth ETF, and Fidelity Enhanced Large Cap Value ETF.
 
Prior to assuming his current role, Mr. Liu held various roles at Geode Capital Management including portfolio manager and quantitative analyst. Prior to Geode Capital Management, Mr. Liu worked at Wipro Technologies as a consultant and Kada Systems as an applications developer. He has been in the financial industry since joining Fidelity in 2004. Mr. Liu earned his Bachelor of Arts from Brown University.

Shasi Naik, CFA

  • SENIOR PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 2010

Shashi Naik is an underlying model manager for Fidelity U.S. Large Cap Strategy and a senior portfolio manager in the Quantitative Research and Investments division at Fidelity Investments as part of the Systematic Equity Strategies team.
 
Prior to assuming his current role, Mr. Naik was a portfolio manager at Geode Capital Management and a research analyst at PanAgora Asset Management. Mr. Naik joined Fidelity in 2010 and has been in the financial industry since 2005. He earned his Master of Business from Pune University, India and his Master of Arts from Boston University.

Sammy Simnegar

  • PORTFOLIO MANAGER, FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
  • JOINED FIDELITY: 1998

Sammy Simnegar is an underlying model manager for Fidelity U.S. Large Cap Strategy. As portfolio manager in the Equity division at Fidelity Investments, he manages several domestic and international equity mutual funds and ETFs, including Fidelity Independence Fund, Fidelity International Capital Appreciation Fund, and Fidelity Magellan Fund and ETF. He also is the fundamental lead manager of Fidelity Advisor International Capital Appreciation SMA.
 
Prior to assuming his current position in 2008, Mr. Simnegar was an equity analyst at Fidelity, covering a range of sectors from 1998 to 2007. Before joining Fidelity in 1998, Mr. Simnegar worked as an equity analyst at JP Morgan from 1997 to 1998, and as a senior trade analyst at Trans Alliance Group, Inc. from 1994 to 1996. He has been in the financial industry since 1994. Mr. Simnegar earned his bachelor of arts degree in history from the University of California, Los Angeles and his master of business administration degree in international finance from Columbia Business School.