Edward O'Brien in

Edward O'Brien

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Fidelity Institutional Technology Leadership at Fidelity Investments
📍 Boston, Massachusetts, United States

Edward OBrien is a fintech pioneer with over 35 years of experience building technology for wealth managers. He leads Fidelity Institutional Technology, following a successful six-year tenure as CEO of eMoney Advisor. An MBA graduate from Bentley University, he holds Series 7 and 24 certifications and has led teams to earn multiple patents.

His passion for technology began with the first home computers in the 1980s. He is driven to use technology to create a personal and emotional impact, focusing on making financial planning more accessible to average people and not just the wealthy. He values connecting with colleagues and celebrating team achievements.

Unique fact: He led the team that was granted two patents for the innovative technology design used to launch WealthScape®, Fidelitys platform for financial advisors.

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Experience
9 Years
Current Role
Fidelity Institutional Technology Leadership
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

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Priorities

Topics Edward cares about

Fintech Innovation
His career has focused on developing technology platforms for financial professionals, and he holds patents for his work on Fidelity's WealthScape® platform.
Wealth Management Tech
He has a long history of leading technology for advisors, including his time as CEO of eMoney where he quadrupled the number of users on the platform.
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Career

Work history

4-2022
Fidelity Institutional Technology Leadership
Fidelity Investments
3-2016 - 4-2022
CEO
eMoney Advisor
Senior Vice President, Head of Platform Technology
Fidelity Investments
Senior Vice President, Product Development
Advisortech
Vice President, Product Development
Fidelity Investments
In the press

Media appearances

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Education
1987 - 1990
MBA
Bentley University - McCallum Graduate School of Business
1982 - 1986
BA
Stonehill College
Social presence
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Behavioral profile

DISC profile (public)

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