Matthew Chisholm is executive vice president of Practice Management and Consulting for Fidelity Clearing & Custody Solutions®, the business that offers a comprehensive clearing and custody platform, trading capabilities and business process and operations consulting to banks, broker-dealers, registered investment advisors, professional asset managers, strategic acquirers and retirement advisors and recordkeepers. Fidelity Investments is a diversified financial services firm that makes financial expertise broadly accessible to people investing their life savings, businesses managing their employee benefits and advisors investing their clients' money. Since 1946, Fidelity has been helping people live the lives they want through its customer-centered approach, innovative technology and investment solutions.
He assumed his current position in March 2017 and is responsible for leading the development of a comprehensive Practice Management program structured around helping advisors accelerate growth, streamline their operations and manage risk.
Prior to his current role, Mr. Chisholm served as senior vice president of Business Consulting and Analytics for Fidelity Clearing & Custody Solutions. He assumed the position in February 2015 when National Financial and Fidelity Institutional Wealth Services aligned, and previously held the same position as part of National Financial. In this role, Mr. Chisholm was responsible for developing and managing consulting and practice management engagements for institutional clients, providing strategic analysis, advisor productivity and operational efficiency reviews, and best practice and benchmarking research, as well as identifying opportunities for clients to optimize their leverage of the Fidelity platform.
Mr. Chisholm joined Fidelity in 2006 and has over 20 years of financial services consulting experience in both North American and European marketplaces, engaging with numerous global financial institutions, securities exchanges and information technology providers.
Prior to joining National Financial, Mr. Chisholm was a strategy consultant with TowerGroup and Oliver, Wyman and Company.
Mr. Chisholm received a bachelor of arts degree from Colby College in economics and finance in 1996.