Christopher Herb, Cfa®
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Christopher Herb, Cfa® Email & Phone Number

Regional Vice President, Fidelity Wealth Services at Fidelity Investments at Fidelity Investments
Location: Pasadena, California, United States 8 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email c****@fidelity.com
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Current company
Fidelity Investments
Role
Regional Vice President, Fidelity Wealth Services at Fidelity Investments
Location
Pasadena, California, United States
Company size
52767 employees

Who is Christopher Herb, Cfa®? Overview

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Quick answer

Christopher Herb, Cfa® is listed as Regional Vice President, Fidelity Wealth Services at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Pasadena, California, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Christopher Herb, Cfa®.

Christopher Herb, Cfa® previously worked as Regional Vice President, Managed Accounts at Fidelity Investments and VP, Regional Planning Consultant at Fidelity Investments. Christopher Herb, Cfa® holds Mba, Finance & Portfolio Management from Graziadio School Of Business (Pepperdine).

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Email format at Fidelity Investments

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*@fidelity.com
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Profile bio

About Christopher Herb, Cfa®

Christopher Herb, CFA® provides comprehensive wealth and benefits planning to corporate executives on behalf of Fidelity Investments.

Listed skills include Portfolio Management, Investments, Strategy, Fixed Income, and 16 others.

Current workplace

Christopher Herb, Cfa®'s current company

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Fidelity Investments
Fidelity Investments
Regional Vice President, Fidelity Wealth Services at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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8 roles · 25 years

Christopher Herb, Cfa® work experience

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

Vp, Regional Planning Consultant

Fidelity Investments

Los Angeles, California, United States

Dec 2019 - Apr 2023

Regional Director

Wisdomtree Asset Management

Pacific South

  • WisdomTree Asset Management, Inc, Los Angeles, CA (New York, NY) Regional Director 2014 – 2018
  • Consulting portfolio managers and analysts within wirehouse and independent brokerdealer client base on portfolio construction, trading, and risk management.
  • Current and past territory includes: CA, AZ, NM, and UT.
  • Responsible for delivery of presentations to both financial professional and general public audiences on topics such as portfolio construction, smart beta, ETF structure, and capital markets.
  • Responsible for leveraging existing clients and centers of influence for additional business development opportunity.
2014 - 2018 ~4 yrs

Vp Regional Planning Consultant

Fidelity Investments
  • Fidelity Investments - Planning & Guidance Company, Los Angeles, CA Vice President, Regional Planning Consultant 2012 – 2014
  • Advised Los Angeles region advisors on complex wealth management strategy, and aided in investment plan construction for high net worth and ultra high net worth client relationships.
  • Wholesaled multiple product lines within regional branch network - Mutual Funds and ETFs, Trading Technology, and Managed Products.
  • Responsible for delivering Quarterly Market Update presentations within Los Angeles market to retail and professional audiences. The quarterly deck included macroeconomics, global equity and fixed income trends, and.
  • Responsible for coordinating cross-selling within brokerage, capital markets, ultra high net worth segments.
2012 - 2014 ~2 yrs

Vp, Sr Account Executive

Fidelity Investments
  • Fidelity Investments – Personal Investment Company, Pasadena, CA Vice President, Sr Account Executive 2008 – 2012
  • Developed, recommended, and directed the execution of plans designed to achieve investment objectives for high net worth family relationships.
  • Analyzed individual assets and allocation strategies as needed.
  • Reviewed and revised strategies over time contingent with investment profile.
  • Grew book by 150 relationships, and $350 million dollars over period through client referrals, culminating in 400 client relationships and $850 million in assets.
  • Delivered seminars for branch clients on topics involving complex financial planning, as well as capital market updates.
2008 - 2012 ~4 yrs

Financial Planning Consultant

Fidelity Investments
  • Financial Planning Consultant 2004 – 2008
  • Responsible for acquiring new client relationships for firm.
  • Responsible for creating and implementing financial plans and investment strategies for new, and existing Fidelity family relationships.
  • Acquired $500 million in client assets over the period.
2003 - 2008 ~5 yrs

Analyst

Fleetboston Financial, Global Markets Trading Desk

Boston, MA

  • FleetBoston Financial - Global Markets Trading Desk, Boston, MA Analyst 2001 – 2002
  • Completed assignments in derivative sales, FX trading, and trading desk strategy groups:
  • Provided analytical support to Foreign exchange spot and forward traders: research, trade clearance, and making sales calls.
  • Designed hedging solutions for institutional clients around FX & interest rate movements using a variety of forward, swap, and option combinations.
  • Completed interest rate and FX forecast studies for strategy team
  • Participated in client sales pitches.
2001 - 2002 ~1 yr
Team & coworkers

Colleagues at Fidelity Investments

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

CG Charissa Gray Charissa Gray Colleague at Fidelity Investments Greater Boston, United States View → EM Earl Mckennon Earl Mckennon Colleague at Fidelity Investments Massachusetts, United States, United States View → SJ Sheryce Jacobs Sheryce Jacobs Colleague at Fidelity Investments Argyle, Texas, United States, United States View → CW Chase Wagner Chase Wagner Colleague at Fidelity Investments Greater Boston, United States View → TL Tiffany Lucas Tiffany Lucas Colleague at Fidelity Investments Greater Richmond Region, United States View → DS Dominique Steward Dominique Steward Colleague at Fidelity Investments Elizabeth, New Jersey, United States, United States View → TC Tiffany Chadwick Tiffany Chadwick Colleague at Fidelity Investments Denver Metropolitan Area, United States, United States View → BH Brennan Hardison Brennan Hardison Colleague at Fidelity Investments Garland, Texas, United States, United States View → MA Mary Anne Neuhaus Mary Anne Neuhaus Colleague at Fidelity Investments Fort Mitchell, Kentucky, United States, United States View → WI Wajahat Iqbal Wajahat Iqbal Colleague at Fidelity Investments Greensboro, North Carolina, United States, United States View →
3 education records

Christopher Herb, Cfa® education

Mba, Finance & Portfolio Management

Graziadio School Of Business (Pepperdine)

Activities and Societies: beta gamma sigma honor society

Bachelor'S Degree, Economics

Trinity College

Activities and Societies: -Economics Prize -Pi Gamma Mu Honor Society

Economics

Syracuse University London Center

Activities and Societies: semester abroad

FAQ

Frequently asked questions about Christopher Herb, Cfa®

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

What company does Christopher Herb, Cfa® work for?

Christopher Herb, Cfa® works for Fidelity Investments.

What is Christopher Herb, Cfa®'s role at Fidelity Investments?

Christopher Herb, Cfa® is listed as Regional Vice President, Fidelity Wealth Services at Fidelity Investments at Fidelity Investments.

What is Christopher Herb, Cfa®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Christopher Herb, Cfa® at Fidelity Investments.

Where is Christopher Herb, Cfa® based?

Christopher Herb, Cfa® is based in Pasadena, California, United States while working with Fidelity Investments.

What companies has Christopher Herb, Cfa® worked for?

Christopher Herb, Cfa® has worked for Fidelity Investments, Wisdomtree Asset Management, and Fleetboston Financial, Global Markets Trading Desk.

Who are Christopher Herb, Cfa®'s colleagues at Fidelity Investments?

Christopher Herb, Cfa®'s colleagues at Fidelity Investments include Charissa Gray, Earl Mckennon, Sheryce Jacobs, Chase Wagner, and Tiffany Lucas.

How can I contact Christopher Herb, Cfa®?

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

What schools did Christopher Herb, Cfa® attend?

Christopher Herb, Cfa® holds Mba, Finance & Portfolio Management from Graziadio School Of Business (Pepperdine).

What skills is Christopher Herb, Cfa® known for?

Christopher Herb, Cfa® is listed with skills including Portfolio Management, Investments, Strategy, Fixed Income, Equities, Financial Analysis, Series 7, and Finance.

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