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Bill Duffy Email & Phone Number

Vice President, Alternative Investments at Fidelity Investments at Fidelity Investments
Location: Jersey City, New Jersey, United States 8 work roles 2 schools
1 work email found @fidelity.com 1 phone found area 800 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@fidelity.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Vice President, Alternative Investments at Fidelity Investments
Location
Jersey City, New Jersey, United States
Company size
10 employees

Who is Bill Duffy? Overview

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Quick answer

Bill Duffy is listed as Vice President, Alternative Investments at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Jersey City, New Jersey, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 800, and a matched LinkedIn profile for Bill Duffy.

Bill Duffy previously worked as Vice President, Alternative Investments at Fidelity Investments and Managing Director, Relationship Management - Asset Management Client Solutions at Charles Schwab. Bill Duffy holds Mba, Finance, Strategy from Nyu Stern School Of Business.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Bill Duffy. Compare company email patterns before reaching out.

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Profile bio

About Bill Duffy

Results-focused Financial Services professional and MBA with 20+ years experience and fast track advancement. Proven ability to develop and implement strategies to drive strong contributions to assets under management, revenues, and profits. Demonstrated ability to manage key strategic client relationships and organizational initiatives. Effective communicator with ability to explain complex investment topics across a variety of traditional and alternative asset classes.Specialties: Consultative Sales ~ Strategy & Marketing Development ~ Business Development ~ Client Relations ~ Capital Introduction ~ Account Management ~ Investment Strategies ~ Retirement Planning ~ Alternative Investments ~ Hedge Funds ~ Private Credit ~ Private Equity ~ Real Estate ~ Mutual Funds ~ Compliance ~ Forecasting ~ Budget Management ~ Training & Development ~ Teambuilding & Leadership Series 6, 7, 24, 63, 51, and 66.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

Listed skills include Asset Allocation, Investment Strategies, Alternative Investments, Private Equity, and 4 others.

Current workplace

Bill Duffy's current company

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

Fidelity Investments
Fidelity Investments
Vice President, Alternative Investments at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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8 roles

Bill Duffy work experience

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

Vice President, Alternative Investments

Current
Fidelity Investments

Boston, Ma, Us

Apr 2020 - Present

Managing Director, Relationship Management - Asset Management Client Solutions

Charles Schwab

Westlake, Texas, Us

Apr 2018 - Mar 2020

Senior Manager, Alternative Investment Strategy & Marketing

Charles Schwab

Westlake, Texas, Us

Jan 2015 - Mar 2018

Executive Director

Deer Isle Capital, Llc

~Promoted from Director to Executive Director~Developed strategic marketing plan to sell private and alternative investments including hedge funds, private equity, real estate and emerging market products~Identified prospects and built relationships with high net worth advisors, family offices, consultants, pensions, and endowments~Consulted with investment advisors to develop customized portfolios of hedge funds

Nov 2011 - Jan 2015

Branch Manager, Assistant Vice President

T. Rowe Price

Baltimore, Maryland, Us

~Established and managed first T. Rowe Price Investor Center in New York.~Developed and executed local branch business plan to achieve marketing and sales goals.~Supported development of sales and service associates through ongoing coaching, performance management, and recognition.~Developed and implemented national strategy to increase advisory relationships throughout national branch network.~Collaborated with national sales managers, marketing, and training to define objectives and develop national sales strategies and training,

Jan 2006 - Nov 2011

Assistant Branch Manager

T. Rowe Price

Baltimore, Maryland, Us

Developed relationships and advised high net worth clients on strategic asset allocation and income planning.Exceeded 2005 sales goal by 95% while balancing personal production goals with management responsibilities.Collaborated across business units to develop investment guidance platform and led project implementation across national branch network.

Sep 2003 - Jan 2006

Investment Counselor

T. Rowe Price

Baltimore, Maryland, Us

Used consultative sales techniques to convert sales leads and increase assets under management. Analyzed high net worth client investment portfolios and provided asset allocation recommendations to balance risk and long-term performance.

Aug 2001 - Aug 2003

Investment Services Associate

T. Rowe Price

Baltimore, Maryland, Us

Jun 2000 - Aug 2001
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

KF Kelly Fan Kelly Fan Colleague at Fidelity InvestmentsUnited States View → PQ Paul Quirke Paul Quirke Colleague at Fidelity InvestmentsIreland View → KS Khushboo Singh Khushboo Singh Colleague at Fidelity InvestmentsUnited Arab Emirates View → SA Sowmya Arumalla Sowmya Arumalla Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → JC Julie Corbett Julie Corbett Colleague at Fidelity InvestmentsFort Worth, Texas, United States View → KS Katherine S. Hsieh Katherine S. Hsieh Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → SH Skylar Hungate Skylar Hungate Colleague at Fidelity InvestmentsLas Vegas, Nevada, United States View → AR Aknith R. Aknith R. Colleague at Fidelity InvestmentsUnited States View → MO Melissa O'Doherty Melissa O'Doherty Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States View → RV Ranjith Venkatramani Ranjith Venkatramani Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View →
2 education records

Bill Duffy education

Mba, Finance, Strategy

Nyu Stern School Of Business

Bachelor Of Science, International Business

Towson University
FAQ

Frequently asked questions about Bill Duffy

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

What company does Bill Duffy work for?

Bill Duffy works for Fidelity Investments.

What is Bill Duffy's role at Fidelity Investments?

Bill Duffy is listed as Vice President, Alternative Investments at Fidelity Investments at Fidelity Investments.

What is Bill Duffy's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Bill Duffy at Fidelity Investments.

What is Bill Duffy's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Bill Duffy at Fidelity Investments.

Where is Bill Duffy based?

Bill Duffy is based in Jersey City, New Jersey, United States while working with Fidelity Investments.

What companies has Bill Duffy worked for?

Bill Duffy has worked for Fidelity Investments, Charles Schwab, Deer Isle Capital, Llc, and T. Rowe Price.

Who are Bill Duffy's colleagues at Fidelity Investments?

Bill Duffy's colleagues at Fidelity Investments include Kelly Fan, Paul Quirke, Khushboo Singh, Sowmya Arumalla, and Julie Corbett.

How can I contact Bill Duffy?

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

What schools did Bill Duffy attend?

Bill Duffy holds Mba, Finance, Strategy from Nyu Stern School Of Business.

What skills is Bill Duffy known for?

Bill Duffy is listed with skills including Asset Allocation, Investment Strategies, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Sales, and Sales Management.

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