In this month’s edition of #WorkandWallet, we’re chatting with Carrie Roberts, Head of Human Resources, Workplace Investing at Fidelity, about what it’s like working in HR, what one candidate said in an interview that blew her away, and more. Plus—five tips for new investors.
Fidelity Investments
Financial Services
Boston, MA 1,155,961 followers
Here to help you grow your savings and invest in the life you want.
About us
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
- Website
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http://www.fidelity.com
External link for Fidelity Investments
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 1946
- Specialties
- Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, and Wealth management
Locations
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Primary
Get directions
245 Summer St
Boston, MA 02210, US
Employees at Fidelity Investments
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Matthew White CBCP, CCRP
Vice President of Business Continuity and Disaster Recovery at Fidelity Investments
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Kathleen Gallagher (Murphy)
Vice President, Strategic Workforce Planning at Fidelity Investments
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Scott Christensen
Principal Business Analystat Fidelity Investments
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Frederick Gomez, CFP®
Vice President, Financial Consultant at Fidelity Investments
Updates
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The more you know…🤖 https://lnkd.in/er4zbVUy
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Rollover and traditional IRAs have a lot of similarities, but today we're breaking down the differences. If you have any Qs, ask away in the comments, and learn more here: https://lnkd.in/ezZHw5UH
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Director of Global Macro Jurrien Timmer is back, serving up a fresh batch of interest rate insights. What topic should he distill next?
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Hearing a lot about bull and bear markets lately but not exactly sure what they mean? Today we're laying out the basics. Learn more here: https://lnkd.in/eBRDChTv
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Roth IRAs are known for their tax advantages– but how do Roth taxes work? We've got you covered. Drop additional questions below, and learn more here: https://lnkd.in/e3Yp2kVD
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Economic dips are a normal part of the business cycle–but that doesn’t mean recessions aren’t jarring. Learn how to weather the storm: https://lnkd.in/e4KuEaze
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So you’ve contributed to your IRA. Now what? Here are a few considerations to keep in mind as you give your hard-earned money a chance to grow. Learn more about investing in IRAs: https://lnkd.in/erqmyKgt
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Looking for some direction when it comes to retirement savings? Here’s a loose guide that can help you get to your back nine in top shape. Questions? Drop them in the comments and get more info here: https://lnkd.in/egDJi9xu
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The IRS has updated its catch-up contribution limits for the year. Learn more here: https://lnkd.in/eNgwJRaa
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