About Fidelity Institutional

Dedicated to helping wealth management firms and institutions thrive.

With our industry and the world around us perpetually changing in unpredictable ways right now, your role in your clients' lives is more important than ever.

Backed by proven strength and stability and fueled by continuous innovation, Fidelity Institutional is ready to help you drive progress for your business, deliver even more value for your clients, and meet today's challenges head on.

“You have an excellent way to drown out the noise and provide what we need to help us help our clients. ” — Charter Oak Financial

We use our deep experience and the scale of Fidelity to help your business grow

Client-Focused Expertise

Deep expertise and high-touch service that empower firms to meet their clients' unique needs

Our award-winning client experience team1 is backed by 2,400 associates and 4,000 cross-company business partners committed to helping our clients succeed.

Industry-Leading Financial Solutions

Elegant investment, trading, and financing solutions at the intersection of trading, technology, and investment management

Innovative solutions including Fidelity Managed Accounts Xchange® (FMAX), Fidelity Bond BeaconSM, model portfolio solutions, and separately managed accounts—and a trading execution quality that was 35% better than the industry average in 2020.2

Flexible technology

Flexible platforms and seamless digital experiences that enable our clients to capture the value of digitization more easily

Privately held for 75 years, our multi-billion-dollar annual technology investment across the Fidelity enterprise allows us to invest in our clients' businesses throughout all market cycles.

Fidelity Institutional by the Numbers

13,500+

13,500+ clients serviced, who oversee 70% of America's $55.6T in wealth3

$4.0T

$4.0T total assets under administration4

$968B

$968B total discretionary assets under management4

259K

259K total average daily trades5

#1

#1 in combined clearing and custody6

Meet our leadership team

“What drives us is our fundamental desire to meet each of our clients' unique needs—and ultimately, to help them serve their customers, business, and purpose.” — Mike Durbin, Head of Fidelity Institutional
Michael Durbin

Michael Durbin
Head of Fidelity Institutional

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Al Riviezzo

Al Riviezzo
Head of FI Client Experience

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Colby Penzone

Colby Penzone
Head of FundsNetwork and FI Product & Consulting

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Dalton Gustafson

Dalton Gustafson
Head of Intermediary Investments & Sales

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David Canter

David Canter
Head of RIA and Family Office Segment

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David Wakefield

David Wakefield
Head of Finance and Strategy

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Erica Birke

Erica Birke
Head of FI Marketing & Communications

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Gary Gallagher

Gary Gallagher
Head of Wealth Management & Advisory Solutions

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Kurt Kreh

Kurt Kreh
Head of HR for FI and FBOT

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Rohit Mahna

Rohit Mahna
Head of FI Client Growth

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Marc Squires

Marc Squires
Head of Wealth & Brokerage Platforms

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Rashmi Venkatesh

Rashmi Venkatesh
Head of FI Business Readiness

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Rina Kupferschmid-Rojas

Rina Kupferschmid-Rojas
Chief Sustainability Officer

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Thomas Tesauro

Thomas Tesauro
President, Fidelity Capital Markets

Explore our resources to learn more about FI

Get in touch with us on your terms

Contact us today to discover why Fidelity can help you evolve and grow your business. Your information and all conversations are kept completely confidential.

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Your Fidelity Contact

RIAs, Advisors and Reps:
800.735.3756

Clearing and Bank Custody:
877.262.5950

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Your information and all conversations are kept completely confidential.

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