Jonathan Duggan is team leader 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 26 million individuals, institutions, and financial intermediaries.
In this role, Mr. Duggan leads a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area for Fidelity® Wealth Services (FWS) accounts. Additionally, he co-manages the Open Architecture 529 fixed income portfolio, Strategic Advisers Short Duration Bond Fund, Charitable Gift Pooled Income Fund, Charitable Cash Pool, and Charitable Gift U.S. Bond Index Pool.
Before joining Fidelity as a senior research analyst in 2007, Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder and a member of CFA Society Boston.
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.