David Morey Email & Phone Number

Boston, Ma, Us

As an SVP at Fidelity Institutional, I lead the architecture, data modeling, and platform engineering services. Fidelity Institutional provides investment solutions to registered investment advisors, broker-dealers, banks, pension plans, endowments, foundations, and consultants, offering custody, clearing, flexible trading solutions, and access to a vast pool of securities.In my role, I serve as the Chief Architect, enabling critical business outcomes by designing industry-leading solutions that are highly scalable, extremely reliable, enhance user experiences, and drive new revenue through shared brokerage and wealth management platforms. Specific platforms include capital markets capabilities like order management and routing, as well as core operational platforms, performance management systems, wealth management, and sales and marketing. I lead enterprise, solution, and data architecture practices. I am also responsible for creating an end-to-end technology strategy that aligns and enables our business strategy. This includes understanding the value and overall design of 1,000+ existing applications, while leveraging innovative technologies enabled by the cloud, AI, ML, and LLM.My responsibilities extend beyond architecture to include engineering, delivery, and support for more than 25 common technology platforms. These platforms cover areas such as authorization, messaging, customer alerting, and API enablement. I collaborate with peer organizations to design, build, and deliver platforms using current and emerging technologies like AWS cloud services, Kafka, CockroachDB, Oracle, Snowflake, and Salesforce. My collaborative approach fosters business growth and often results in significant savings.I am also a member of Fidelity’s Technology Architecture Group (TAG), which governs technology across the broader enterprise. Fidelity manages $15 trillion in assets, supports 3.5 million daily trades, and serves over 43 million investors as of Q3 2023.

Boston, Ma, Us

As a Senior Vice President (SVP) in Fidelity Brokerage Technology, I led the architecture practices and shared platform engineering teams. Fidelity Brokerage provided the core capabilities necessary to operate one of the largest and most performant brokerage platforms in the industry. These capabilities included customer management, position and balance tracking, trade and record-keeping, as well as wealth management and capital markets platforms like order routing and management.In my role, I served as the Chief Architect, enabling critical business outcomes by designing industry-leading solutions that were highly scalable, extremely reliable, enhanced user experiences, and drove new revenue through shared brokerage and wealth management platforms. I led enterprise, solution, and data architecture practices and was responsible for creating an end-to-end technology strategy that aligned with and enabled our business strategy. This included understanding the value and overall design of over 2,000 existing applications, while leveraging innovative technologies enabled by the cloud, AI, ML, and LLM.My responsibilities extended beyond architecture to include engineering, delivery, and support for more than 25 common technology platforms. These platforms covered areas such as authorization, messaging, customer alerting, and API enablement. I collaborated with peer organizations to design, build, and deliver platforms using current and emerging technologies like AWS cloud services, Kafka, CockroachDB, Oracle, Snowflake, and Salesforce. My collaborative approach fostered business growth and often resulted in significant cost savings.I was also a member of Fidelity’s Technology Architecture Group (TAG), which governed technology across the broader enterprise. Fidelity managed $15 trillion in assets, supported 3.5 million daily trades, and served over 43 million investors as of Q3 2023.

Boston, Ma, Us

In this role I led FFIO architecture, data modeling, cloud platform engineering practices, and championed various technology foundation programs. I was also responsible for the selection and governance of technologies FFIO uses to develop and deliver solutions.In addition to my business unit responsibilities, I was a member of Fidelity’s Technology Architecture Group (TAG), a consortium of Fidelity CTOs and business unit chief architects which govern technology across Fidelity. FFIO provided middle and back office accounting and investment operations support services for more than 6,000 retail and institutional mutual funds servicing $4.2 trillion (Q2 2021) of assets under management.

Boston, Ma, Us

In this role I led a highly skilled team responsible for FPCMS (Fidelity Pricing & Cash Management Services) technology strategy and architecture. This includes technology roadmaps, enterprise architecture, application architecture, and data architecture.FPCMS provided middle and back office accounting and investment management support services for Fidelity mutual funds ($2 trillion in managed assets in 2018) and other retail and institutional investment products. These services included calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.

Boston, Ma, Us

I was responsible for Fidelity's corporate technology strategy and architecture (Enterprise Architecture, Application Architecture, Data Architecture, and Infrastructure) including applications that spanned multiple enterprise service lines: Content and Information Life-cycle Mgmt (ILM), Corporate Compliance, Security, Risk, Legal, Finance and Accounting, Human Resources, and Corporate Administration.In addition to my business unit responsibilities, I was a member of Fidelity’s Technology Architecture Group (TAG), a consortium of Fidelity CTOs and business unit chief architects which govern technology across Fidelity.

Boston, Ma, Us

In this role I was responsible for division’s enterprise architecture, vision, governance, and strategy for the corporate product lines.

Boston, Ma, Us

In this role I was responsible for the business division’s enterprise architecture, vision, governance, and strategy for the corporate product lines. Specific areas of focus include: Enterprise Market Data, Security Product Lines (e.g. customer and employees authentication, authorization, provisioning, threat and fraud prevention, and physical security systems), Business Process Management, Central Content Management, Customer Management & Communication.In addition to my business unit responsibilities, I was a member of Fidelity’s Technology Architecture Group (TAG), a consortium of Fidelity CTOs and business unit chief architects which govern technology across Fidelity.

Boston, Ma, Us

In this role I was responsible for Fidelity’s enterprise wide Market Data architecture (e.g. internet retail and institutional distribution, exchange pricing, historical data, reference data, and news).

Toronto, On, Ca

While at Reuters I served in various technical responsibilities. These included:• Global Head of Architecture Governance• Head of Architecture for the Enterprise Business Unit (Market Data systems and solutions) • Managing head of Reuters Consultings domestic architecture practice.

While at TIBCO, later acquired by Reuters, I primarily engineered and delivered market data and middle ware solutions to many firms on Wall Street.

While at EDS I filled a number of consulting roles, primarily leading solution design, planning, implementation, and integration of technologies that support the manufacturing process at General Motors.

Bachelor Of Science (B.S.), Engineering

Education record