Working with Us

FIAM Organization

Judy Marlinski

President Fidelity Institutional Asset Management

Casey Condron

Head of Institutional Sales and Relationship Management Fidelity Institutional Asset Management

Institutional Sales

Our clients have varying needs and face different challenges to adequately fund investment and retirement plans. Our dedicated sales team focuses on working with our clients to translate those needs into tailored, scalable investment solutions to comply with individual investment mandates.

Large Market

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William Johnson

William Johnson

Co-Head of Institutional Large Market Sales

David Algaze

Senior Vice President, New Business Development

Elizabeth Pathe

Elizabeth Pathe

Senior Vice President, New Business Development

Mid-Market

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Eric Lussen

Senior Vice President, Business Development

Erin Burns

Senior Vice President, New Business Development

Jim Zadrozny

Co-Head of Institutional Mid Market Sales

Public

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Ed Schollmeyer

Vice President, New Business Development

Kristin Shofner

Kristin Shofner

Senior Vice President, New Business Development

Relationship Management

Mary Cross

Senior Vice President, Relationship Manager

Art Greenwood

Senior Vice President, Relationship Manager

Ron Henry

Investment Consultant

Michael McCarthy

Michael McCarthy

Senior Vice President, Relationship Manager

Yvette Friberg

Senior Vice President, Relationship Manager

Sarah Weddleton

Sarah Weddleton

Vice President, Relationship Manager

Fidelity Asset Management

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Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC), are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment advisor, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.