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Scott Eberhardt Email & Phone Number
FMR Equity Trading and Portfolio Advisor
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
FMR Equity Trading and Portfolio Advisor
Location
Ninety Six, South Carolina, United States
Company size
Who is Scott Eberhardt? Overview
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Quick answer
Scott Eberhardt is listed as FMR Equity Trading and Portfolio Advisor at Fidelity Investments, a with 52767 employees, based in Ninety Six, South Carolina, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Scott Eberhardt.
Scott Eberhardt previously worked as Equity Trader at Fidelity Investments and Sector Trader at Fidelity Investments. Scott Eberhardt holds Bachelor Of Science - Bs, Economics / Finance from Juniata College.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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Profile bio
About Scott Eberhardt
At Fidelity Investments, my tenure as an Equity Trader is marked by consistently outperforming benchmarks and generating alpha in collaboration with a cross-functional team. We've navigated market volatility, contributed to award-winning strategies, and fostered relationships that translate into sound investment decisions.Proven track record of conducting in-depth market analysis, identifying winning investment opportunities, and mitigating risks. Adept at collaborating with cross-functional teams to drive alpha generation and deliver exceptional results. Expertise in analyzing market trends and implementing innovative trading solutions. Skilled in building and maintaining long-term productive relationships at all organizational levels. I embrace the opportunity at being a mentor and culture carrier to pass along experience and institutional knowledge. Excellent communication skills exemplified by daily market and research summaries that highlight key events and opportunites for the internal investment team Proficient in utilization of Bloomberg, Microsoft 365 Suite, and Instinet OMS.
Listed skills include Portfolio Management, Equities, Securities, Trading, and 9 others.
Current workplace
Scott Eberhardt's current company
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Fidelity Investments
8 roles · 35 years
Scott Eberhardt work experience
A career timeline built from the work history available for this profile.
Equity Trader
Generate alpha, timing markets effectively and collaborate with portfolio managers, analysts, strategists and traders. Craft daily pre/post market recap notes and Alpha insight publications to enrich investment decision-making process of global equity team. Key Accomplishments:● Consistently outperformed R3000 equal weight benchmark since inception by overseeing alpha pilot portfolio.● Coordinated with talented team that won awards from Lipper & Morningstar by steering trading activities globally for Small Cap, Value, & Dividend Income team.
Sector Trader
In my previous position, I oversaw sector trading for a variety of time periods in the following industries: Banks, Insurance, Energy, Utilities, Materials, Agriculture, Chemicals, Retail, Consumer,REITs, Transports and Industrials. I collaborated with industry analysts to create plans to take advantage of news and market changes. Additionally, I produced daily pre/post market recap notes and Alpha insight publications to improve the investing decision-making process of the global equities team.Key Accomplishment:● Achieved exceptional trading execution across all market caps and investment styles in highly volatile and uncertain markets by capturing alpha with below theoretical costs.
Aug 2011 - Jan 2019
Primary Trader
Primary liaison for Small Cap and REIT Portfolio Managers / Analysts with the global trading teams. Spearheading essential investment strategies and overseeing trading in REIT sector. I was able to drive key investment opportunities leading to significant alpha capture by devising and implementing strategies with team analysts / PM's to capitalize on market movements. At last, I strengthened collaborations in both internal and external research efforts.Initiated internal daily market recap notes for analysts and portfolio managers
Jul 2005 - Aug 2011
Sector Trader
Apr 2000 - Jul 2005
Program Trader
● Ranked in the top decile as trader on Able Noser metrics ● Spearheaded development of long-short portfolio trading tools with institutional managers.
Dec 1997 - Apr 2000
Board Member
The Woodhall School
Jun 2013 - Oct 2017
Senior Equity Trader
Pa Public School Employees Retirement System
senior equity trader for 20B S&P 500, 400 and 600 indexed portfolios, equity transition accounts, and assistant manager of a 300mm actively managed multi cap equity fund with primary responsibility of an option hedging strategy. trade settlement and technology responsibilities
1992 - 1997
~5 yrs
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
BH
Brandon Hall
Colleague at Fidelity InvestmentsLeominster, Massachusetts, United States
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ZW
Zachary Williams
Colleague at Fidelity InvestmentsPlano, Texas, United States
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JW
Jody Winfree
Colleague at Fidelity InvestmentsKeller, Texas, United States
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KM
Kerri Mccord
Colleague at Fidelity InvestmentsFort Worth, Texas, United States
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BI
Brad Ickenroth
Colleague at Fidelity InvestmentsUnited States
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JV
John Van Wagenen
Colleague at Fidelity InvestmentsFarmington, Utah, United States
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JC
Jean Cronin
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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JK
Jimmy Keohane
Colleague at Fidelity InvestmentsMilton, Massachusetts, United States
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PP
Pushp Patel
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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MV
Michael Valeri Jr
Colleague at Fidelity InvestmentsGreater Boston, United States
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Brandon Hall
Colleague at Fidelity InvestmentsLeominster, Massachusetts, United States
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ZW
Zachary Williams
Colleague at Fidelity InvestmentsPlano, Texas, United States
View →
JW
Jody Winfree
Colleague at Fidelity InvestmentsKeller, Texas, United States
View →
KM
Kerri Mccord
Colleague at Fidelity InvestmentsFort Worth, Texas, United States
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BI
Brad Ickenroth
Colleague at Fidelity InvestmentsUnited States
View →
JV
John Van Wagenen
Colleague at Fidelity InvestmentsFarmington, Utah, United States
View →
JC
Jean Cronin
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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JK
Jimmy Keohane
Colleague at Fidelity InvestmentsMilton, Massachusetts, United States
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PP
Pushp Patel
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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MV
Michael Valeri Jr
Colleague at Fidelity InvestmentsGreater Boston, United States
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2 education records
Scott Eberhardt education
Bachelor Of Science - Bs, Economics / Finance
Bs, Finance,Economics
FAQ
Frequently asked questions about Scott Eberhardt
Quick answers generated from the profile data available on this page.
What company does Scott Eberhardt work for?
Scott Eberhardt works for Fidelity Investments.
What is Scott Eberhardt's role at Fidelity Investments?
Scott Eberhardt is listed as FMR Equity Trading and Portfolio Advisor at Fidelity Investments.
What is Scott Eberhardt's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Scott Eberhardt at Fidelity Investments.
Where is Scott Eberhardt based?
Scott Eberhardt is based in Ninety Six, South Carolina, United States while working with Fidelity Investments.
What companies has Scott Eberhardt worked for?
Scott Eberhardt has worked for Fidelity Investments, The Woodhall School, and Pa Public School Employees Retirement System.
Who are Scott Eberhardt's colleagues at Fidelity Investments?
Scott Eberhardt's colleagues at Fidelity Investments include Brandon Hall, Zachary Williams, Jody Winfree, Kerri Mccord, and Brad Ickenroth.
How can I contact Scott Eberhardt?
You can use AeroLeads to view verified contact signals for Scott Eberhardt at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Scott Eberhardt attend?
Scott Eberhardt holds Bachelor Of Science - Bs, Economics / Finance from Juniata College.
What skills is Scott Eberhardt known for?
Scott Eberhardt is listed with skills including Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, and Trading Strategies.
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