Lars Schuster is an institutional portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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 20 million individuals, institutions and financial intermediaries.

In this role, he is a member of the investment management team, and is responsible for delivering SAI’s managed account investment philosophy, process, and ongoing activities to a wide range of investors.

Prior to assuming his current role in July 2010, Mr. Schuster was a director of investment product for Personal, Workplace and Institutional Services (PWIS) from 2005 to 2010. Before rejoining Fidelity in 2005, he worked as a director of sub-advisory services and as a senior research analyst at Financial Research Corporation from 2002 to 2005. Previously, Mr. Schuster held various roles at Fidelity, including that of associate product manager for Fidelity Investments Institutional Services Company (FIIS) in 2001, and client service manager in the Institutional Brokerage Group from 2000 to 2001.

Before joining Fidelity in 2000, he was team leader advisor council at Pioneer Investments from 1997 to 2000. He has been in the financial industry since 1997.

Mr. Schuster earned his bachelor of business science degree in marketing and finance from the University of Massachusetts at Amherst. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, and 65 registrations.

Christina joined Fidelity in 2020 as a Vice President of Advanced Planning. In this role, she educates both clients and the broader Fidelity organization regarding family wealth planning strategies, including estate, trust, gift, and charitable planning techniques.

Christina works with clients in the Dallas-Fort Worth area, Oklahoma City, and Tulsa. She holds a Juris Doctor from Boston University and a bachelor of Science in Management Information Systems from Oklahoma State University. 

Ally Donnelly is a new member of the Fidelity family, having joined in 2021 as an Editorial Director. Her work will focus on communicating with our clients through innovative video and audio content. Prior to joining our team, she was a longtime broadcast television journalist for NBC and NECN in Boston. Her work has been recognized with multiple Edward R. Murrow, Emmy, Associated Press and Gabriel awards throughout New England.  Outside of work, Ally loves traveling and exploring the great outdoors with her family. She and her husband are raising their two beautiful daughters (and one wacky dog) on Boston’s South Shore.

Chris Sheldon is the chief investment officer for Fidelity Personal and Workplace Advisors LLC (FPWA), the registered investment advisor for Fidelity Wealth Services, and a Fidelity Investments company. 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 26 million individuals, institutions, and financial intermediaries.

In this role, Chris oversees all investment activities of FPWA including investment manager oversight. Chris also heads the Financial Solutions team, a team of professionals responsible for Fidelity’s financial planning and advice methodology.

Prior to joining Fidelity in 2013, Mr. Sheldon was chief investment officer at Dreyfus Corporation overseeing the firm’s mutual fund and managed account assets across multiple asset classes from 2011 to 2013. Previously, he served as chief investment strategist at Bank of New York Mellon from 2003 to 2011. In this role, he was chairman of the Investment Strategy Committee, vice chairman of the Investment Policy Committee, and president of the BNY Mellon Funds Trust. Prior to that, Mr. Sheldon held a series of progressively more senior investment and management roles at BNY Mellon and other investment companies. He has been in the financial industry since 1986.

Mr. Sheldon earned his bachelor of science degree from California State University Long Beach. He is also a CFA® charterholder.

Naveed Rahman is an institutional portfolio manager for domestic equity strategies 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. The institutional portfolio management team is a group 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.

In this role, Mr. Rahman serves as portfolio manager on several income-oriented and value-equity separately
managed accounts and is a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners. Mr. Rahman’s focus is on value and income equity. He is a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, as well as contributing to investment thought leadership in support of the team.

Prior to assuming his current role in December 2011, Mr. Rahman worked as a vice president at Fidelity from 2005 to 2011. Before that, he was a director at Fidelity Strategy & New Business Development from 2003 to 2005. 

Before joining Fidelity in 2003, he was a management consultant at Boston Consulting Group from 1996 to 2002. He has been in the financial industry since 1996.
Mr. Rahman earned his bachelor of arts degree in ethics, politics, and economics from Yale College, where he graduated Phi Beta Kappa, and his master of business administration degree from Stanford University’s Graduate School of Business.