Fidelity names institutional brokerage platform head
Fidelity Investments, the Boston mutual funds giant, said today that it has named Charles G. Goldman as president of Institutional Platforms for Fidelity Institutional Products Group.
Goldman, a former executive vice president and head of Schwab Institutional, will join the firm in early 2009 and report to Michael K. Clark, president of Fidelity Institutional Products Group, Fidelity said.
"In this new role, Goldman will be responsible for developing and implementing the strategic plan for Fidelity's Institutional Platform business, which comprises Fidelity Institutional Wealth Services, National Financial, and Fidelity Family Office Services," Fidelity said in a press release. "He also will have management responsibility for HybridOne, an offering designed to help firms and advisors manage their commission- and fee-based business, as well as a new international clearing initiative."
(By Chris Reidy, Globe staff)
