CoverProfile

Adam Joffe

Head of Asset Management Compliance, Risk and Business Operations

Fidelity Investments

United States, Massachusetts, Boston

About Me

Driven leader with extensive experience in Asset Management | Proven CEO, CFO, COO with unique ability to develop and successfully execute strategic initiatives across multiple divisions | From global transformation projects to development of divisional control processes | Trusted advisor in C-suite and Boardroom, valued mentor to staff, connector across teams and industry | Relationship builder who drives and delivers on overall goals of organization.

Profile Information

Head of Asset Management Compliance, Risk and Business Operations

Fidelity Investments

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Aug 19, 2024

More profiles to browse

Profile Photo
Jeffrey Lagarce
Senior Advisor, Office of the Chairman
CG
Christopher Gibbs
Portfolio Strategist
Profile Photo
David Algaze
Senior Vice President, Fidelity Institutional Asset Management
JG
Jason Gossett
Vice President, Asset Management Compliance

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management