John Sweeney is executive vice president, Retirement and Investing Strategies, for Personal and Workplace Investing (PWI), a unit of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 25 million individuals, institutions, and financial intermediaries. Mr. Sweeney is responsible for the thought leadership provided to Fidelity's representatives and retail clients, and is regularly quoted in the press and on television. He has testified before the United States Senate Committee on Finance on the retirement readiness of American investors.
Prior to his current role, Mr. Sweeney served as head of Planning and Advisory Services, where he was responsible for Portfolio Advisory Services, Fidelity's $100 billion discretionary managed account business, and for the development of planning and guidance solutions, including guidance tools, estate planning, and the advisor referral business. He was also responsible for Fidelity's Personal Trust business and currently sits on the board and the audit committee of Fidelity Personal Trust Company. Mr. Sweeney also sits on the Board of Governors of the Money Management Institute, where he is currently Chair-Elect.
Previously, Mr. Sweeney was senior vice president, Mutual Fund Product Management, where he was responsible for product management, marketing, and new product development for the 190 Fidelity retail mutual funds. He also managed Fidelity's FundsNetwork business, overseeing the distribution and servicing of the 4,500 mutual funds sold through the retail, advisor, correspondent, and institutional retirement platforms.
Mr. Sweeney joined Fidelity in 1998 as a director of Strategic New Business Development. Prior to joining Fidelity, Mr. Sweeney worked at American Express in New York, and he began his career in advertising and direct marketing.
Mr. Sweeney received his BA in history from the College of the Holy Cross and received an MBA from Cornell University, where he was elected president of his class.