Deals & People January 27, 2010

Goldman to Depart from Fidelity

Charles Goldman, who joined Fidelity from Charles Schwab about a year ago, plans to leave the company at the end of March, according to news reports.
Reported by

As president of Institutional Platforms for Fidelity Institutional Products Group, Goldman is in charge of Institutional Wealth Services, Fidelity’s registered investment advisory (RIA) custodian unit; National Financial, Fidelity’s brokerage platform; and Family Office Services.

Goldman is leaving to “pursue other opportunities,” a Fidelity spokesman told news outlets. There are no immediate plans to replace him.

In November 2008, Goldman joined from Fidelity’s rival Charles Schwab, where he was executive vice president and head of Schwab Institutional (see “Former Schwab Exec to Lead Fidelity Institutional Platform Business”).


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