Jordan Burgess has been named head of wealth advisory managed solutions at Fidelity, reported Citywire.
He succeeds Gary Gallagher, who has stepped into a new role as the head of strategic business development at Fidelity Investments.
Prior to this position, Burgess held several key roles within Fidelity Institutional Asset Management. Notably, he served as senior vice president and head of specialist field sales, overseeing defined contribution investment-only (DCIO) sales.
