Richard Koerner
Senior vice president, sector & ETF strategist manager at Fidelity Institutional Asset Management (FIAM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. In this role, Mr. Koerner leads a team of regionally based sector specialists who collaborate with Fidelity’s investment management, product development, and distribution channels to deliver sector and ETF solutions to FIAM clients nationally. Additionally, he and his team act as a resource to educate advisors and their clients to increase sales, retain assets, and identify opportunities to build long-term relationships.
