Ms. Browne is a managing director and portfolio manager in the Newport Beach office, focusing on asset allocation strategies, including PIMCO’s multi-asset funds and RealPath Blend target date offerings. She manages multi-asset strategies, leads the Glide Path leadership team, and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management, helping to drive the firm's macro research, capital market assumptions, tactical asset allocation, and strategic asset allocation views across asset classes. Previously, she was head of macro investments at UBS O'Connor, a multi-strategy hedge fund manager, and a global macro portfolio manager at Point72 Asset Management. She has also held roles at Citigroup, Moore Capital Management, Neuberger Berman, and Lehman Brothers. She regularly appears on CNBC, Bloomberg Television, and in other
financial news media. She serves as the board treasurer of the Ecology Center and is on the advisory board of Girls Who Invest. She has 21 years of investment experience and holds a bachelor's degree in economics from Georgetown University.

Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income, credit hedge fund, and mortgage opportunistic strategies, and is also a portfolio manager for total return strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 31 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

How I work with clients

As a Regional Brokerage Consultant, I coach investors on efficient wealth preservation and income strategies leveraging our robust fixed income platform. I firmly believe that bonds can play a significant part in helping to preserve your wealth. Through education, I'll collaborate with you to help create a repeatable process for building and responsibly maintaining a portfolio of individual bonds.

Experience

• Vice President, Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2014–Present

• Director, High Net Worth Bond Desk Consultant, Fidelity Investments, 2007–2014

• Director, Fidelity Capital Markets Retail Sales Liaison, Fidelity Investments, 2004–2007

Qualifications

• Series 7 (General Securities Representative Examination)

• Series 63 (Uniform Securities State Law)

• Series 9/10 (General Securities Sales Supervisor Qualification Examination)

Ally Donnelly leads Fidelity's new Video Podcast Team. Her team's work focuses on innovative video projects to connect with our clients in relevant and authentic ways. Prior to joining Fidelity in 2021, 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.

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.

NBC, NECN, and Fidelity Investments are not affiliated.

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. ​ 
 

Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.

Mr. Chambers is a senior vice president and fixed income strategist in the Newport Beach office, focusing on core strategies. Previously, he focused on multi-sector fixed income strategies, and earlier at PIMCO, he was a member of the account management group focusing on defined contribution clients and platforms. Prior to that, he was a member of PIMCO's global wealth management team in Asia ex Japan. He has 13 years of investment experience and holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree from The University of Arizona.

Dr. Bernanke is a senior advisor to PIMCO and a Distinguished Senior Fellow in Economic Studies at the Brookings Institution. He contributes his views and insights on the economy to PIMCO's investment process and engages periodically with clients. Prior to becoming an advisor to PIMCO in April 2015, he was Chair of the Board of Governors of the Federal Reserve from February 2006 through January 2014. He served as Chair of the President’s Council of Economic Advisers in 2005. Dr. Bernanke was a Professor of Economics at Princeton University from 1985 to 2002. He is a 2022 Nobel Laureate in Economic Sciences. He has published articles on a variety of economic and monetary issues and is the author of several scholarly books and two textbooks. He holds a Ph.D. in economics from MIT and a bachelor’s degree from Harvard University.