Fidelity names new RIA leader
05 May 2017 Boston
Image: Shutterstock
Fidelity Clearing & Custody Solutions has appointed David Canter as head of its registered investment adviser (RIA) segment, following the departure of Bob Oros.
Canter will oversee sales and relationship management for the RIA segment. Oros left Fidelity in January after five years in the role.
A year after joining Fidelity in 2009 as COO of the RIA custody business, Canter was tapped to strengthen and expand the practice management and consulting offering.
Senior vice president of business analytics and consulting Matthew Chisholm has been promoted to take over from Canter as head of the practice management and consulting group.
“David Canter has deep knowledge of the RIA business, community and our clients,” said Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions. “He is a trusted consultant and thought leader. David’s fresh vision will continue to help our clients and talented associates succeed and grow today and in the future.”
He added: “Matthew Chisholm’s ability to apply data and strategic insights to solve business challenges has made him a tremendous asset to our clients. He has a keen focus on capitalising on growth opportunities and will continue to serve our clients well as he takes on this expanded role.”
Canter will oversee sales and relationship management for the RIA segment. Oros left Fidelity in January after five years in the role.
A year after joining Fidelity in 2009 as COO of the RIA custody business, Canter was tapped to strengthen and expand the practice management and consulting offering.
Senior vice president of business analytics and consulting Matthew Chisholm has been promoted to take over from Canter as head of the practice management and consulting group.
“David Canter has deep knowledge of the RIA business, community and our clients,” said Sanjiv Mirchandani, president of Fidelity Clearing & Custody Solutions. “He is a trusted consultant and thought leader. David’s fresh vision will continue to help our clients and talented associates succeed and grow today and in the future.”
He added: “Matthew Chisholm’s ability to apply data and strategic insights to solve business challenges has made him a tremendous asset to our clients. He has a keen focus on capitalising on growth opportunities and will continue to serve our clients well as he takes on this expanded role.”
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