Fidelity

Fidelity Investments is a privately owned investment manager based in Boston, Massachusetts, founded in 1946. The firm offers a wide range of financial services, including individual retirement accounts, 401(k) rollovers, annuities, discount brokerage, and wealth management. It serves a diverse clientele, including individual investors, businesses, financial advisors, and institutions. Fidelity manages equity, fixed income, and balanced mutual funds, investing in public equity and fixed income markets worldwide. The firm conducts in-house research to guide its investment decisions and supports over 32 million clients in achieving their financial goals. Additionally, Fidelity assists more than 22,000 businesses with employee benefit programs and collaborates with over 13,000 financial institutions to provide innovative investment and technology solutions.

Abigail Pierrepont Johnson

Chairman and Chief Executive Officer

Bruce Johnstone

Managing Director and Senior Marketing Investment Strategist

Gerard John McGraw

CFO and Director

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Past deals in Vermont

Beta Technologies

Series B in 2022
Beta Technologies specializes in the design and development of electric aircraft including advanced flight control and electric propulsion systems, with a focus on clean aviation technology.

Beta Technologies

Series A in 2021
Beta Technologies specializes in the design and development of electric aircraft including advanced flight control and electric propulsion systems, with a focus on clean aviation technology.