Ed Heilbron

About Ed Heilbron

Ed Heilbron is a portfolio manager in the Global Institutional Solutions (GIS) group at 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 institutions, financial intermediaries, and individuals. GIS is an investment team within Fidelity’s Asset Management Solutions division, an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace.

The GIS team is dedicated to serving the needs of institutional asset owners that seek strategic support, guidance, customization, and active allocation. In his role, Mr. Heilbron manages custom multi-asset class mandates for institutional investors and financial intermediaries. Within the corporate pension market segment, he also manages the LDI Solution portfolios that hedge client pension liabilities, based on his nearly 40 years of experience with life-contingent liabilities.

Before joining Fidelity in 2006, Mr. Heilbron was a principal with Mercer Investment Consulting, where he chaired their U.S. Strategic Asset Allocation Committee and focused on asset allocation for the defined benefit plans of some of the firm’ts largest clients. Prior to that, Mr. Heilbron held investment, corporate finance, and actuarial positions in the annuity and life insurance industry.

Mr. Heilbron earned his bachelor of arts degree in mathematics from Dartmouth College and his master of business administration degree in finance, with distinction, from the Wharton School of the University of Pennsylvania.