Senior Vice President, Fidelity Family Office Services
Current
Jun 2023 - Present
AeroLeads people directory · profile
Robert Evans Email & Phone Number
Senior Vice President Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President Fidelity Investments
Location
San Francisco, California, United States
Company size
Who is Robert Evans? Overview
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Quick answer
Robert Evans is listed as Senior Vice President Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Robert Evans.
Robert Evans previously worked as Senior Vice President, Fidelity Family Office Services at Fidelity Investments and Head of RIA Sales at Fidelity Investments. Robert Evans holds Ba, Economics from University Of California, Berkeley.
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Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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Profile bio
About Robert Evans
Senior leader in technology and financial services who is passionate about delivering strong financial performance through innovation and organizational vitality. Leadership experience in helping to develop and launch over 500 startup financial services businesses, liberating top performing teams and their clients to an independent business model. Proven success guiding leading financial services organizations in decisions related to changing investor dynamics, succession, talent, and business development.Please go to the following page for additional legal information:http://go.fidelity.com/LinkedInProfileFCCS795054.1.0
Current workplace
Robert Evans's current company
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Fidelity Investments
7 roles · 34 years
Robert Evans work experience
A career timeline built from the work history available for this profile.
Head Of Ria Sales
Apr 2020 - Jul 2023
Senior Vice President, Regional Managing Director, Western Region
Senior Vice President, Regional Managing Director, Western RegionFidelity Investments Jan 2017 – Present California Native firmly planted in San Francisco leading the Western Region aligning industry leading resources including access to networks from Fidelity Labs, to Workplace Investing, and Fidelity Family Office Services, to better serve the RIA and.
Jan 2017 - Apr 2020
Senior Vice President - Strategic Accounts
Led Fidelity Institutional resources in alignment with distinct national market segments including Strategic Acquirers, Integrated Platform Providers, and Professional Asset Managers. These professionally managed enterprise businesses are among the highest performing in the industry measured by growth (3-yr CAGR), profitability (EBOC), and productivity.
Oct 2013 - Dec 2016
Senior Vice President - Western Region
- Regional leader for Fidelity Institutional Wealth Services (IWS), a leading provider of consulting, startup, technology, investment management and brokerage services to independent financial services companies.
- Developed and lead high performing teams with a consistent, scalable, consultative process.
- Accountability in Fidelity's support of several of the nation's fastest growing, and largest, independent financial service businesses.
- Consulted many of the industry's largest… Show more Regional leader for Fidelity Institutional Wealth Services (IWS), a leading provider of consulting, startup, technology, investment management and brokerage services.
- Consulted many of the industry's largest teams in the development and launch of independent businesses with maximum revenue, growth, and enterprise value.
- Registered Principal
2006 - Jan 2014
National Sales Manager
Led National Relationship Management Business Development teams in delivering software solutions and services that automate the mission critical functions of investment management organizations. Advent Software provides portfolio accounting, trading, and reporting solutions to investment management firms, ranging from family offices and registered.
2001 - 2006
~5 yrs
Vice President, Institutional Trading
VP, Institutional Trading, in Garban's Titus & Donnelly division. California Municipal Bond specialist delivering intermediary broking services to many of the top US financial institutions. Garban Intercapital is the world's largest interdealer broker. The firm is active in the wholesale market for government securities, municipal bonds, futures.
1992 - Sep 2000
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
GS
Garret Stanley
Colleague at Fidelity Investments
Moorpark, California, United States, United States
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RP
Rakshita Parvatikar
Colleague at Fidelity Investments
Mumbai, Maharashtra, India, India
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BP
Bridget Pucel, Cfp®
Colleague at Fidelity Investments
Milwaukee, Wisconsin, United States, United States
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CM
Cleveland Mcdowell
Colleague at Fidelity Investments
Miami, Florida, United States, United States
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GJ
Glenda Jordan
Colleague at Fidelity Investments
Cincinnati, Ohio, United States, United States
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JD
Jiangang Dou, Ph.D., Cfa
Colleague at Fidelity Investments
Greater Boston, United States, United States
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TS
Thomas Smith
Colleague at Fidelity Investments
Lagos, Lagos State, Nigeria, Nigeria
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MS
Misty Smeltzer
Colleague at Fidelity Investments
Raleigh, North Carolina, United States, United States
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MA
Mark Arruda
Colleague at Fidelity Investments
New York City Metropolitan Area, United States
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AS
Allan Skidmore
Colleague at Fidelity Investments
Fort Thomas, Kentucky, United States, United States
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Garret Stanley
Colleague at Fidelity Investments
Moorpark, California, United States, United States
View →
RP
Rakshita Parvatikar
Colleague at Fidelity Investments
Mumbai, Maharashtra, India, India
View →
BP
Bridget Pucel, Cfp®
Colleague at Fidelity Investments
Milwaukee, Wisconsin, United States, United States
View →
CM
Cleveland Mcdowell
Colleague at Fidelity Investments
Miami, Florida, United States, United States
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GJ
Glenda Jordan
Colleague at Fidelity Investments
Cincinnati, Ohio, United States, United States
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JD
Jiangang Dou, Ph.D., Cfa
Colleague at Fidelity Investments
Greater Boston, United States, United States
View →
TS
Thomas Smith
Colleague at Fidelity Investments
Lagos, Lagos State, Nigeria, Nigeria
View →
MS
Misty Smeltzer
Colleague at Fidelity Investments
Raleigh, North Carolina, United States, United States
View →
MA
Mark Arruda
Colleague at Fidelity Investments
New York City Metropolitan Area, United States
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AS
Allan Skidmore
Colleague at Fidelity Investments
Fort Thomas, Kentucky, United States, United States
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2 education records
Robert Evans education
Ba, Economics
Education record
De La Salle High School
FAQ
Frequently asked questions about Robert Evans
Quick answers generated from the profile data available on this page.
What company does Robert Evans work for?
Robert Evans works for Fidelity Investments.
What is Robert Evans's role at Fidelity Investments?
Robert Evans is listed as Senior Vice President Fidelity Investments at Fidelity Investments.
What is Robert Evans's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Robert Evans at Fidelity Investments.
Where is Robert Evans based?
Robert Evans is based in San Francisco, California, United States while working with Fidelity Investments.
What companies has Robert Evans worked for?
Robert Evans has worked for Fidelity Investments, Advent Software, and Icap.
Who are Robert Evans's colleagues at Fidelity Investments?
Robert Evans's colleagues at Fidelity Investments include Garret Stanley, Rakshita Parvatikar, Bridget Pucel, Cfp®, Cleveland Mcdowell, and Glenda Jordan.
How can I contact Robert Evans?
You can use AeroLeads to view verified contact signals for Robert Evans at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Evans attend?
Robert Evans holds Ba, Economics from University Of California, Berkeley.
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