Fidelity Charitable Governance and Board

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.

Alfred E. Osborne Jr., PhD has been a Fidelity Charitable Trustee since January of 2008 and Chairman since February of 2016. He is a senior associate dean at the UCLA Anderson School of Management, where he is a professor of Global Economics, Management, and Entrepreneurship, and serves as the faculty director of both the Harold and Pauline Price Center for Entrepreneurship and Innovation and the UCLA Head Start Management Fellows Program. An advocate for health, education, the arts and culture, Dr. Osborne has been involved in a broad range of business and philanthropic activities, including roles as a board member at Kaiser Aluminum Inc., Nuverra Environmental Solutions Inc., Harvard-Westlake School, the Los Angeles Universal Preschool, the Music Center Leadership Council, and the Los Angeles Police Memorial Foundation. He has earned his BS, MA, MBA, and PhD from Stanford University.

Nancy Altobello has been a Fidelity Charitable Trustee since October 2018. She currently serves on the Board of Directors of CA Technologies, a global software company. Nancy recently retired from Ernst & Young, where she held several leadership roles over her 38-year career, including serving as Global Vice Chair of Talent. Her philanthropic interests in education and community and human services led her to serve as a Trustee at Fairfield University, where she also serves as Chair of the Finance and Audit Committee, and as a board member and Treasurer for MENTOR: The National Mentoring Partnership. Nancy is a former board member for the Business Council for International Understanding. She received her B.S. from Fairfield University and is a Certified Public Accountant.

Catherine D'Amato has been a Fidelity Charitable Trustee since September 2017. She is the President and CEO of the Greater Boston Food Bank. Her philanthropic interests in community and human services, as well as health, led her to serve as a board member at the Massachusetts Food Association, The Forsyth Institute, and New Market Community Partners. Catherine is board member of Eastern Bank and a former board member of The Boston Foundation, Federal Reserve Bank of Boston, Basic Health International, and Feeding America. Catherine received her B.A. from the University of San Francisco, Certificate of Management from Smith College, and Certificate in Nonprofit Management from Harvard University.

Audrey McNiff has been a Fidelity Charitable Trustee since January 2010. She is a former managing director and co-head of Currency Sales of Goldman Sachs in New York. During her tenure at Goldman Sachs, she served as global head of Foreign Exchange Asset Sales, as well as global head of Derivatives Prime Brokerage. She is currently serving as the vice-chair of the Investment Committee at the John A. Hartford Foundation and on the board of the Ann Romney Center for Neurologic Disease, which is affiliated with Brigham and Women’s Hospital. She previously served on the Boards of Trustees of Lawrence Academy and Mount Holyoke College, where she chaired the Investment Committee. She received her B.A. from Mount Holyoke College and her M.B.A. from New York University. Audrey’s philanthropic interests include community and human services, medical research, and veterans.

Lenny Mendonca has been a Fidelity Charitable Trustee since October 2015, and his philanthropic passion is education. He is the chief economic and business advisor to the governor of California, a Senior Partner Emeritus of McKinsey & Company, and a lecturer on inequality at the Stanford Business School. He is also the founder and owner of Half Moon Bay Brewing and the Pacific Standard Taproom. He was formerly the chair of New America and Children Now, co-chair of California Forward, and co-founder and chair of Fusecorps. He is the chair emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford Graduate School of Business Advisory Council. Lenny also serves on a number of boards, including Western Governors University, UC Merced, and the Educational Results Partnership. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of QB3, the Haas Center at Stanford University, and the Public Policy Institute of California. Lenny received his A.B., magna cum laude, in economics from Harvard College and his M.B.A. in public management from the Stanford University Graduate School of Business.

John Muse has been a Fidelity Charitable Trustee since November 2014. He has over 25 years of experience in private equity and is currently the chair of the Lucchese Boot Company and Free Flow Wines, a leading packaging and logistics company serving the wine on tap segment. He is also on the Board of Directors of Dean Foods, Media General, and CSM Bakery Solutions. His philanthropic interests in education, community, and human services have inspired him to serve on the Board of Visitors for the UCLA Anderson School of Management and the Klyde Warren Park Board. John received his B.S. in Engineering Management from the United States Air Force Academy and his M.B.A. from the University of California, Los Angeles.

Rosie Rios has been a Fidelity Charitable Trustee since October 2018. She was the 43rd Treasurer of the United States and is a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. While a Visiting Scholar, Rosie launched Empowerment 2020, an initiative at Harvard University focusing on the physical recognition of historical American women, including on American currency and in statues of women in public places. Upon her resignation as Treasurer, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Prior to her appointment as Treasurer, Rosie was Managing Director of Investments for MacFarlane Partners, an investment management firm based in San Francisco. She received her B.A. from Harvard University. As a philanthropist, Rosie is particularly interested in community and human services.

Lee Sandwen has been a Fidelity Charitable Trustee since February 2015. Before retiring from Fidelity Investments, he was executive vice president of Enterprise Services, executive vice president of Fidelity Personal, Workplace, and Institutional Services, and a senior executive in the Real Estate Group of Fidelity Management & Research Company. Lee is also a former attorney of Goodwin Procter LLP, and has served on the boards of New England College, Pro Arte Chamber Orchestra of Boston, Pension Real Estate Association, and the National Association of Real Estate Investment Management. Lee received his B.A. from the University of Massachusetts and his M.B.A. and J.D. from Harvard University. As a philanthropist, Lee is particularly interested in the arts, historic preservation, and refugees.

Thomas C. Stewart has been a Fidelity Charitable Trustee since June of 2013. He is currently chairman of LS Pharma, LLC, and the managing principal of Andrew Thomas & Co., LLC. He is a past board member of the NCAA Leadership Advisory Board, the University of Oregon Foundation, and the National Naval Policy Board – Naval Reserve. His philanthropic interest in the education and human services sectors led him to fund a distinguished professorship endowment and a student athlete scholarship award at the University of Oregon. Thomas was a U.S. Naval Officer from 1974–1991 and served in multiple deployment operations, achieving the rank of Commander. He received his BA from the University of Oregon and his MBA from the University of California, Los Angeles.

Rudman J. Ham was a Fidelity Charitable Trustee from 1991–2010 and served as chairman from 1991–2007. He was the first chair of the Fidelity Charitable Board, and in recognition of his invaluable service, was named Trustee Emeritus in 2010. His passion for health and science, human services, and education led him to a previous position as the vice president of the Boston Children’s Hospital Medical Center and a trustee for the Fidelity Non-Profit Management Foundation. He also served as trustee to the Middlesex Savings Bank, the Crossroads Community Foundation, as chair to the Medical Academic and Scientific Community Organization, Inc. and Fenway High School, and as a consultant to the Dean of the Faculty of Medicine at Harvard University. Mr. Ham received his BA from the University of New Hampshire.