Nicolas Brunetti, CFA

Nicolas Brunetti, CFA, serves as the Vice President of Investment Research and Development at Fidelity Institutional Wealth Adviser (FIWA), a division of Fidelity Investments. He specializes in developing multi-asset class ESG (Environmental, Social, and Governance) investment solutions. His current role involves leading research initiatives aimed at creating innovative investment strategies that align with sustainable practices.12

Professional Background

• Current Role: As VP at FIWA, Brunetti focuses on integrating ESG principles into investment portfolios, reflecting a growing demand for sustainable investing among high-net-worth clients.1
• Previous Experience: Before joining FIWA, he was a portfolio manager and senior investment manager at Strategic Advisers, Inc., where he managed various equity separately managed account (SMA) strategies. He has also held significant roles at Putnam Investments and Citi, where he worked as a quantitative analyst and led the Quantitative Insights Group within Citi Global Wealth Management.1

Education and Credentials

Brunetti is a Chartered Financial Analyst (CFA), which signifies his expertise in investment management and financial analysis. His educational background includes a strong foundation in finance, which supports his current focus on innovative investment research.2

Contributions to the Field

Brunetti is actively involved in exploring advancements in sustainable investing tools and resources for financial advisors. His work aims to bridge the gap between client interests in sustainability and actionable investment strategies.1