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 Ellie Behling
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”).
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”).