A family office group owned by Fidelity Investments’ parent company has named Kimberly Sheehy as its new head, reported Financial Advisor.
Sheehy will run its Communities Center of Excellence, a division comprising two members-only groups. One is for professionals at investment firms of super-rich families, Forge Community, and the other for financial advisers, Finteract. She replaces Jennifer Richardson.
Sheehy previously worked at Boston-based Fidelity for more than two decades.
