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Heather joined Fidelity in 2023 as the on-air anchor for Market Sense, the Fidelity Viewpoints® flagship webcast. She’s also a key member of the Fidelity Thought Leadership Content team, where she creates educational content for wealth, brokerage, and
workplace participants to help them make vital financial decisions.
Heather is dedicated to empowering people when it comes to their finances, especially working parents and special needs families. Her first child has autism and an intellectual disability, which has driven her to help other special needs families prepare for the future.
A seasoned interviewer and Emmy Award-winning journalist, Heather spent 23 years on TV in major U.S. cities, including New York and Washington DC. Most recently, she anchored a top-rated morning newscast in Boston, where, among other topics, she covered breaking financial news, including the impact of the pandemic on the economy, and global financial markets.
In her spare time, Heather sits on the board of the Profound Autism Alliance. She also volunteers with The New England Center for Children, The Arc, the Flutie Foundation, Autism Speaks, the Federation for Children with Special Needs, and Advocates for Autism.
Jurrien Timmer is the director of global macro 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.
Jurrien is part of Fidelity’s Global Asset Allocation group, where he specializes in asset allocation and global macro strategy. Jurrien has been at Fidelity for 29 years and has close to four decades of experience in the industry. He appears frequently in the media and can be seen on CNBC, Bloomberg, and Fox Business.
Prior to assuming his current position in 2005, Jurrien held various other roles within Fidelity, including director of market research and technical research
analyst. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014. Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO Bank in New York. He has been in the investments industry since 1985.
Jurrien earned his bachelor of science degree in Finance from Babson College.
Leanna Devinney is a vice president, branch leader in the Fidelity Investor Center in Hingham, Massachusetts. In this role, she is responsible for leading one of Fidelity’s local investment centers offering financial and investment guidance to our clients, including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employer benefit solutions. She’s been with Fidelity since 2011, and has spent that time working face-to-face with customers. She greatly enjoys building relationships with clients by learning what’s most important to them and their family and understanding
what goals they have. She and her team focus on building plans for clients to help strengthen and secure their financial well-being.
Leanna holds a bachelor’s degree from Saint Joseph’s University in Philadelphia, and holds the Certified Financial Planner™ designation. In her downtime she enjoys spending time with her husband and two beautiful children.
Naveen Malwal 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 institutions, financial intermediaries, and individuals.
In this role, Naveen is a member of the investment management team at Strategic Advisers. He is also responsible for delivering Strategic Advisers’ managed account investment philosophy, process, and ongoing activities to a wide range of investors.
Prior to joining Fidelity in his current position in 2014, Naveen served as a portfolio strategist in the Portfolio Research and Consulting Group at Natixis Global Asset Management. In this capacity, he was responsible for counseling financial advisors on portfolio construction and asset allocation. Previously, Naveen was an investment strategist in the U.S. Equity Research group at State Street Global Markets and a financial analyst at State Street Corporation. He has been in the financial industry since 1998.
Naveen earned his bachelor of arts degree in economics from Tufts University and his master of business administration degree in quantitative finance from New York University’s Stern School of Business. He is also a CFA® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.*
Alice Joe is Vice President, Federal Government Relations for Fidelity Investments, one of the world’s largest providers of financial services. Fidelity helps over 50 million individuals feel confident in their most important financial goals, manages employee benefit programs that help over 27,500 businesses support their employees’ total well-being, and support more than 16,000 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses.
Since joining Fidelity in 2017, Ms. Joe has worked to align policy outcomes with the firm’s strategic objectives. She has advocated on behalf of the firm’s interest in Washington on a range of legislative and regulatory policies before government officials. Her areas of expertise include financial services regulation, retirement and health savings policy, and tax.
Prior to joining Fidelity, Ms. Joe served as vice president of the U.S. Chamber of Commerce’s Center for Capital Markets Competitiveness (CCMC). She also has extensive experience in the federal government, having served on the U.S. Senate Homeland Security and Government Affairs Committee as senior policy advisor to Sen. John McCain (R-AZ) and as professional staff member to Sen. Peter Fitzgerald (R-IL). She also served as deputy assistant secretary for policy of the Employee Benefits Security Administration at the U.S. Department of Labor, directing the policy, legislative and research functions of the agency that administers ERISA. Prior to her government service, Ms. Joe held senior positions in private equity firms.
Ms. Joe has an M.B.A from Tulane University and a B.B.A. from Baylor University. She holds the Chartered Financial Analyst designation.
Denise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division 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.
In this role, Ms. Chisholm is focused on historical analysis, its application in diversified portfolio
strategies, and ways to combine investment building blocks, such as factors, sectors, and themes.
In addition to her research responsibilities, Ms. Chisholm is a popular contributor at various Fidelity
client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media.
Prior to assuming her current position, Ms. Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Ms. Chisholm also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist.
Previously, Ms. Chisholm performed dual roles as an equity research analyst and director of Independent Research at Ameriprise Financial. In this capacity, she focused on the integration of differentiated research platforms and methodologies. Before joining Fidelity in 1999, Ms. Chisholm served as a cost-of-living consultant for ARINC and as a Department of Defense statistical consultant at MCR Federal. She has been in the financial industry since 1999.
Ms. Chisholm earned her bachelor of arts degree in economics from Boston University.
Cait Dourney is head of business cycle research, asset allocation research in the Global Asset Allocation (GAA) 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.
In this role, Ms. Dourney is a member of the Asset Allocation Research Team, which conducts fundamental and quantitative research to develop asset allocation recommendations for Fidelity’s portfolio managers and investment teams. AART generates insights on macroeconomic, policy, and financial market trends and their implications for strategic and active asset allocation. Ms. Dourney is responsible for active asset allocation recommendations using a business cycle framework. Ms. Dourney’s mandate also includes modeling the business cycle for the United States and other major countries.
Ms. Dourney earned her bachelor of arts degree in economics and French from Wake Forest University. She is also a CFA® charterholder and holds the Certified Business Economist (CBE) designation. She has been working in asset allocation research at Fidelity since 2014.
Jim Armstrong is a director of Channel Marketing, supporting Fidelity’s Brokerage and Digital Assets team. Since coming to Fidelity in 2018, Jim has worked on a variety of webinar, livestream, podcast, and other interactive educational platforms. His focus is on helping Fidelity customers be confident when it comes to their financial decisions.
Before coming to Fidelity, Jim distinguished himself as an Emmy-winning journalist, spending the first 17 years of his career as a television reporter for network affiliates
around the country. He holds a bachelor of science in broadcast journalism from Boston University’s College of Communication, a master of public policy from Harvard University’s John F. Kennedy School of Government, and a master of business administration from the University of Rhode Island’s College of Business Administration.
In his personal time, Jim volunteers for charities that support local public schools and global environmental stewardship. He enjoys traveling with his wife and their sons.
Ryan Viktorin is a Vice President, Financial Consultant at Fidelity Investments. She works with high net worth individuals and families in the areas of retirement planning, legacy planning, tax minimization, and investment strategy.
Ryan joined Fidelity in 2013 and works with a team of financial professionals at the Framingham, MA Investor Center. She is a regular panelist for Fidelity’s Women Talk Money program and is passionate about helping clients understand their financial picture so that they can securely and efficiently reach their goals.
Ryan holds a degree in Sociology and a Master of Arts in Education. She is a registered securities representative and a licensed insurance representative. Ryan is also a CERTIFIED FINANCIAL PLANNER™ and works to maintain an in-depth understanding of the financial markets. She is focused on working to effectively simplify and communicate complex financial concepts to her clients.
Outside of work, Ryan and her husband are busy keeping up with their twin boys.
Heather Knight a national brokerage coach across all Personal Investing for Fidelity Investments. Her primary responsibilities are to train brokerage and fixed income subject-matter experts and coach associates on engaging clients with individual securities.
Additionally, Ms. Knight collaborates across Fidelity to consult and provide client perspective on the brokerage and fixed income tools, research, and resources provided through the Fidelity platform.
Prior to her current role, Ms. Knight worked with and educated Fidelity clients and prospects as a vice president and regional brokerage consultant. Her primary responsibilities include client collaborations, conducting local seminars on educational topics including fundamental and technical trading strategies; researching stocks, bonds, or options; market mechanics; and maximizing the use of trading software. She was also an equity and options trader for Fidelity’s
Active Trader Services Group, where her responsibilities included trading, portfolio oversight, and risk management as she worked to assist Fidelity’s most sophisticated retail traders.
Ms. Knight has been with Fidelity since September 2007 and holds the following licenses: Series 7 (General Securities License), Series 66 (Combination State Law Exam), Series 9 (General Sales Supervisor), and Series 4 (Registered Options Principal).
Tom Rollins is an institutional portfolio manager and team lead for U.S. equity strategies at Fidelity Investments. In this role, Mr. Rollins serves as 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; and contributing to investment thought leadership in support of the team. He also leads a team of U.S. Equity institutional portfolio managers and is a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners. His focus is on growth equities.
Prior to assuming his current position in December 2015, Mr. Rollins was a director in Fidelity’s Investment
Product group, where he was responsible for leading product strategy, development, management, and advocacy efforts for a suite of growth and capital appreciation domestic equity capabilities.
Before joining Fidelity in 2012, Mr. Rollins held various roles at Thomson Financial/Thomson Reuters, most recently as a director in the Markets division. He has been in the financial industry since 2001.
Mr. Rollins earned his bachelor of arts degree in economics from Bates College. He also holds the FINRA
Series 7, 24, and 63 licenses and is a CFA® charterholder
Kenny Davin is a vice president, branch leader at Fidelity Investments. Kenny began his Fidelity career in 2010 as a financial representative in the Jacksonville Regional Center. He later transitioned to the Fort Lauderdale Investor Center, where he has held various branch
roles, including financial representative, investment consultant, financial consultant, and vice president, wealth planner. Kenny holds a bachelor of science degree in finance from Florida Memorial University. He also serves as a volunteer subject matter expert for the CFP® Board Council on Examinations.
Kenny has been happily married to Trisha, a licensed clinical social worker, for 7 years. They are proud parents to two wonderful children: 5-year-old Kenny Jr. and 3-year-old Tristan. The kids are involved in numerous activities that keep the family busy outside of work. The Davin family also loves to travel.
Mike Mariani is a vice president in Fidelity’s cash solutions product area. In this role, he manages Fidelity’s mortgage referral program, which provides clients with added value, service, and convenience in the home-buying or refinancing process.
Prior to joining Fidelity in 2021, Mike held various pricing and product management roles at Santander Bank and Morgan Stanley.
Mike earned his bachelor of science degree in marketing from Syracuse University and his master of business administration degree from Boston College. He holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 24 licenses.
