FRANK NIELSEN, CFA

Managing Director of Quantitative Research

FIDELITY INVESTMENTS

Frank Nielsen, CFA Frank Nielsen is managing director of quantitative research for Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Mr. Nielsen oversees the Quantitative Research team and its partnership with SAI Portfolio Management to advance asset allocation solutions for both retail and institutional clients. His team also contributes to thought leadership and research innovation initiatives. Prior to joining Fidelity in his current role in 2012, Mr. Nielsen was an executive director and co-head of applied research at MSCI Barra from 2004 to 2012. Previously, he was vice president, head of risk management solutions at Barra from 1993 to 2003. He has been in the investments industry since 1993. Mr. Nielsen earned his Diplom Kaufmann degree (equivalent to an MBA) from Hamburg University in Hamburg, Germany. He is also a CFA® charterholder.