Fidelity Investments has expanded the sales and relationship management team at its registered investment advisor group by hiring 10 additional staffers, bringing the total number on the team to nearly 125.
Jylanne Dunne joins the division, which provides wealth management, custody and brokerage services to intermediaries, as senior vice president of sales, and nine others as relationship managers.
Both Angelo Aloisio and Relura Horton are now vice presidents with the firm, covering Northern California and the Pacific Northwest; Hazel Durand, regional vice president, covers the East; David Herlihy, vice president and senior relationship manager, serves bank trust clients; Scott Lawton, vice president, is responsible for clients in South Central states; Ruth Mulligan, vice president, covers New York and New Jersey; both James Olmore and Allen Rea, vice presidents, service Southern California and the Southwest; and Patrick Richardson, vice president, works with clients in the Mid-Atlantic region.
“We recognize that business growth is the No. 1 priority for many RIAs, and they are looking to their custodian to deliver business planning support to help them manage this growth,” said Jim Dario, executive vice president of relationship management in Fidelity’s registered investment advisor group. “Fidelity has a longstanding commitment of aligning our people and resources together to provide RIAs with the highest levels of service quality, while also anticipating their strategic needs.”