Chad Bureau, Cfa®, Cfp®
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Chad Bureau, Cfa®, Cfp® Email & Phone Number

Head of UMH at Fidelity Investments at Fidelity Investments
Location: Greater Boston, United States 6 work roles 4 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Head of UMH at Fidelity Investments
Location
Greater Boston, United States
Company size
52767 employees

Who is Chad Bureau, Cfa®, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chad Bureau, Cfa®, Cfp® is listed as Head of UMH at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Chad Bureau, Cfa®, Cfp®.

Chad Bureau, Cfa®, Cfp® previously worked as Head of UMH at Fidelity Investments and VP, Squad Leader - UMH Investment Personalization at Fidelity Investments. Chad Bureau, Cfa®, Cfp® holds Master Of Business Administration (Mba) from Boston University.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Chad Bureau, Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Chad Bureau, Cfa®, Cfp®

I lead a team which defines, develops, and manages personalized multi-asset class investment solutions designed to help retail investors achieve their goals.

Listed skills include Portfolio Management, Managed Money, Investments, Certified Financial Planner, and 1 others.

Current workplace

Chad Bureau, Cfa®, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Head of UMH at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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6 roles

Chad Bureau, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Head Of Umh

Current
Fidelity Investments

Greater Boston

Wealth ManagementPersonal Investing

Oct 2022 - Present

Vp, Squad Leader - Umh Investment Personalization

Fidelity Investments

Greater Boston

Managed Solutions Product AreaPersonal Investments

Oct 2020 - Oct 2022

Vp, Product Development

Fidelity Investments

Greater Boston Area

Managed Solutions Product AreaClient Solutions Business ChapterPersonal Investments

Sep 2017 - Oct 2020

Director, Product Education

Fidelity Investments

Planning & Advisory ServicesPersonal Investments

May 2014 - Sep 2017

Investment Consultant

Fidelity Investments

Portfolio Advisory ServicesStrategic Advisors, Inc.

Nov 2011 - May 2014
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

DW Deb Wheeler Deb Wheeler Colleague at Fidelity InvestmentsLowell, Massachusetts, United States View → ML Matthew Lam Matthew Lam Colleague at Fidelity InvestmentsSuffolk County, Massachusetts, United States View → SD Sarita D. Sarita D. Colleague at Fidelity InvestmentsBangalore Urban, Karnataka, India View → ML Mckennah Linder Mckennah Linder Colleague at Fidelity InvestmentsBedford, Texas, United States View → BA Beth Adler Beth Adler Colleague at Fidelity InvestmentsGreater Boston, United States View → SJ Sheryce Jacobs Sheryce Jacobs Colleague at Fidelity InvestmentsArgyle, Texas, United States View → AC Antonio Carollo Antonio Carollo Colleague at Fidelity InvestmentsFranklin Lakes, New Jersey, United States View → TS Tammy Sadowski, Cfp® Tammy Sadowski, Cfp® Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States View → JP John Peter John Peter Colleague at Fidelity InvestmentsCincinnati, Ohio, United States View → PM Paul Marxuach Paul Marxuach Colleague at Fidelity InvestmentsLewisville, Texas, United States View →
4 education records

Chad Bureau, Cfa®, Cfp® education

Bachelor Of Science (Bs), Business Administration

Boston University

Activities and Societies: Sigma Chi Fraternity, President

FAQ

Frequently asked questions about Chad Bureau, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chad Bureau, Cfa®, Cfp® work for?

Chad Bureau, Cfa®, Cfp® works for Fidelity Investments.

What is Chad Bureau, Cfa®, Cfp®'s role at Fidelity Investments?

Chad Bureau, Cfa®, Cfp® is listed as Head of UMH at Fidelity Investments at Fidelity Investments.

What is Chad Bureau, Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Chad Bureau, Cfa®, Cfp® at Fidelity Investments.

Where is Chad Bureau, Cfa®, Cfp® based?

Chad Bureau, Cfa®, Cfp® is based in Greater Boston, United States while working with Fidelity Investments.

What companies has Chad Bureau, Cfa®, Cfp® worked for?

Chad Bureau, Cfa®, Cfp® has worked for Fidelity Investments.

Who are Chad Bureau, Cfa®, Cfp®'s colleagues at Fidelity Investments?

Chad Bureau, Cfa®, Cfp®'s colleagues at Fidelity Investments include Deb Wheeler, Matthew Lam, Sarita D., Mckennah Linder, and Beth Adler.

How can I contact Chad Bureau, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Chad Bureau, Cfa®, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Chad Bureau, Cfa®, Cfp® attend?

Chad Bureau, Cfa®, Cfp® holds Master Of Business Administration (Mba) from Boston University.

What skills is Chad Bureau, Cfa®, Cfp® known for?

Chad Bureau, Cfa®, Cfp® is listed with skills including Portfolio Management, Managed Money, Investments, Certified Financial Planner, and Asset Allocation.

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