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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®
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®
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
Stephanie Caron
Timothy Estella
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®
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.
