Meet the Strategic Advisers Leadership Team

As president, William Irving leads Strategic Advisers, the investment team responsible for the managed accounts business. Prior to assuming his current position, Mr. Irving was head of Fidelity Asset Management Solutions (FAMS) and president of Fidelity Institutional Asset Management (FIAM) and Fidelity Diversifying Solutions (FDS), where he oversaw the teams responsible for delivering industry-leading multi-asset solutions and liquid alternatives capabilities. Since joining Fidelity in 1999, Mr. Irving's roles have also included chief investment officer of the Global Asset Allocation (GAA) division, managing director of research in the GAA division, and portfolio manager in the Fixed Income Division. Before joining Fidelity, Mr. Irving was a senior member of the technical staff at Alphatech and a member of the technical staff at MIT Lincoln Laboratory. He has been in the financial industry since 1999. Mr. Irving earned his bachelor of science, master of science, and doctorate degrees in electrical engineering from the Massachusetts Institute of Technology (MIT).

As head of trading, Amy Flynn is responsible for the daily oversight of equity trading and the strategic vision for the future state of execution for Strategic Advisers. Previously, Ms. Flynn was head of execution services at BNY Mellon, where she was responsible for the design and launch of an external buyside trading solution. She also created a centralized trading utility for the asset management division and held several other executive roles, including global head of trading, business manager, and chief administrative officer. Ms. Flynn earned her Bachelor of Arts in economics and Spanish at the College of the Holy Cross. She is also a CFA^® charterholder.

As chief investment officer, John Stone is responsible for overseeing the investment teams for Personalized Portfolio Accounts, Personalized Portfolio Accounts – Tax Smart 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.

As head of financial solutions, Katie O'Boyle leads a team that develops the financial planning methodology for retail and workplace clients for Strategic Advisers. In this role, she oversees recommendations for investment products, long-term asset allocation, and financial needs related to saving, spending, debt, and retirement income. She partners with the investment, distribution, and technology teams in the development and delivery of this advice. Previously, Ms. O'Boyle held various leadership roles at Fidelity Investments, including head of investment services for Strategic Advisers. Ms. O'Boyle earned her Bachelor of Arts in history and economics from Williams College and her Master of Business Administration from Kellogg School of Management. She is also a CERTIFIED FINANCIAL PLANNER^® professional. 

As head of investment services, Keri Dogan is responsible for strategic planning and execution, investment product strategy and development, sub-advisor oversight, and day-to-day operations for Strategic Advisers. Previously, Ms. Dogan was Head of Lifetime Financial Help in Fidelity's Workplace Investing division. She joined Fidelity in 2001 and worked in various strategy, marketing, and product roles, including leading the Workplace Managed Account solution. Ms. Dogan earned her Bachelor of Arts in journalism from the University of Rhode Island and her Master of Business Administration from The Tuck School of Business at Dartmouth.