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Name | Title | Since | Until |
---|---|---|---|
Ramona Persaud | Portfolio Manager | 2017 | Now |
Biography | Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager. | ||
Adam Kramer | - | 2015 | Now |
Biography | Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries. | ||
Ford E. O'Neil | Portfolio Manager | 2015 | Now |
Biography | Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. | ||
James Morrow | Portfolio Manager | 2015 | 2017 |
Biography | Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo). | ||
Matthew W. Fruhan | Portfolio Manager | 2017 | 2017 |
Biography | Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries. |
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