About us

About Us Overview

Pyramis Global Advisors is an asset manager focused on developing solutions to serve the needs of institutional investors around the world.

Our multi-asset-class investment platform featuring proprietary global sector, quantitative, and technical research—all backed by Fidelity, with one of the world’s largest research capabilities—seeks to generate diversified sources of alpha and a rigorous approach to risk management for clients. We feel our thought leadership and consultative approach make us exceptionally qualified to serve as a strategic partner.

While the Pyramis organization was formed in 2005, Fidelity has been managing money for institutions for 45 years.

Investment Platform

Pyramis has a comprehensive approach to investment management including:

  • Experienced sector and diversified portfolio managers
  • Independent, diversified sources of potential alpha
  • Rigorous and disciplined fundamental and quantitative research
  • Proprietary portfolio risk management platform
  • Dedicated equity trading operation built on leading-edge technology
Learn more about our Investment Approach
Leadership
Michael A. Jones

Michael A. Jones

President and Chief Executive Officer

Pyramis Global Advisors

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Young Chin

Young Chin

Chief Investment Officer

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Charles McKenzie

Charles McKenzie

Global Head of Institutional Solutions

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Maureen Fitzgerald

Maureen Fitzgerald

Head of North American Institutional Distribution

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Michael Palermo

Michael Palermo

Head of Relationship Management

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CONTACT US
Institutional Sales »
Consultant Relations »
General Inquiries »

Corporate Headquarters
900 Salem Street
Smithfield, RI 02917
pyramis@pyramis.com


Pyramis - 900 Salem St
Pyramis at a Glance
Assets Under Management »

Assets Under Management


Pyramis Timeline »

2012

Pyramis Expands

Pyramis expands to Japan and receives registration for its office in Tokyo.

2010

Pyramis Expands to Asia

Pyramis opens distribution office in Hong Kong.

2009

Pyramis Grows Global Distribution

Pyramis adds distribution presence in Europe and the Middle East.

2008

Pyramis Expands

Pyramis opens offices in Canada and the United Kingdom.

2005

Pyramis Formed

Pyramis Global Advisors is formed to focus on institutional investing.

1981

Fidelity Management Trust Company Established

Fidelity Manageement Trust Company is established to offer trustee and investment management services to institutional clients.

1964

Fidelity Investments Establishes FMR Investment Management Service, Inc.

Created to provide investment advisory services to large corporate pension clients.

1946

Fidelity Investments is Founded

Established Fidelity Management & Research Company (FMRCo.), which is now the investment advisor to one of the largest mutual fund companies in the US.

To contact a member of our business development team, please use the dropdown below to select your state.

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Pyramis Global Advisors ("Pyramis") is pleased to provide this website to you subject to your acknowledgement and acceptance of the following Terms of Use.

This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Pyramis provides asset management services to Institutional Investors, and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. If you are not a US resident, please see the Global Home Page for information related to Pyramis international offices. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized.

Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Pyramis does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

If you have questions, please email us at pyramis@pyramis.com

Click "I Accept" to indicate your acknowledgement and acceptance of Pyramis' Terms of Use and to continue.

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Jack Sholl

SVP Consultant Relations

415-445-7923

jack.sholl@pyramis.com

Angie Holbrook

SVP Consultant Relations

401-292-4732

angie.holbrook@pyramis.com

Pamela Clancy

SVP Consultant Relations

401-292-4719

pamela.clancy@pyramis.com

James Powell

VP Consultant Relations

401-292-4027

james.powell@pyramis.com
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General Inquiries

For non-media inquiries, please call 1-800-343-8736.

For media-related questions, please call 617-563-5800.

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Young Chin

Young Chin

Chief Investment Officer
Pyramis Global Advisors

Young Chin is chief investment officer, Equity and Alternatives at Pyramis Global Advisors, a Fidelity Investments company. In this role, he oversees the firm’s portfolio management, research, and trading functions. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $187 billion in assets under management as of March 31, 2013, focuses on investment products and solutions for institutional customers.

Mr. Chin joined Pyramis in 2006. He previously served as president and chief executive officer at Gartmore Global Investments and co-global chief investment officer, Equities at Gartmore Group in Conshohocken, PA. In these dual roles, he oversaw investment units in the U.S., the U.K, and Japan with assets of more than $80 billion. Prior to joining Gartmore, Mr. Chin was a managing director, head of Equity Management, and a director of Equity Management Research for Brown Brothers Harriman in New York from 1999 to 2001. Previously, he served in a number of roles during the formation and building of PNC Financial’s asset management business, including serving on the management committee of BlackRock. Over a period of 14 years at Harris Bank in Chicago, including eight years serving as a director of a quantitative investment consulting service, he worked with more than 400 investment organizations that included investment advisors, pension plans, endowments, and foundations. He has been in the industry since he began his investment career at Harris in 1978.

Mr. Chin earned his bachelor of arts degree in economics and his master of business administration in finance from the University of Chicago. He holds the Financial Industry Regulatory Authority (formerly NASD) Series 7, 24, and 63 licenses.

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Michael Palermo

Michael Palermo

Senior Vice President, Head of Relationship Management
Pyramis Global Advisors

Michael Palermo is senior vice president, head of Relationship Management at Pyramis Global Advisors, a Fidelity Investments company. In this role, he is responsible for overall relationship management for institutional clients at Pyramis. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $187 billion in assets under management as of March 31, 2013, focuses on investment products and solutions for institutional customers.

Since joining the firm in 2011, Mr. Palermo has played a significant part in building and executing a strategy to establish a greater presence for Pyramis in the endowments, foundations and Taft-Hartley markets by developing and implementing strategic and operational sales plans in these critical markets. He has been an active and valuable member of the Global Sales Work Stream effort. Prior to joining Pyramis, Mr. Palermo was senior vice president and director of Sales, Consultant Relations and Marketing at The Boston Company Asset Management from 2005 to 2009. Prior to assuming that role, he served in two different business development roles as a senior vice president of Sales and vice president, senior sales representative at The Boston Company Asset Management from 1996 to 2005, and Boston Safe Deposit & Trust Company/Mellon Trust from 1990 to 1996. In those roles, he was responsible for marketing and client service for corporate, public and Taft-Hartley pension plans, endowments, foundations and sub-advisory entities. He has been in the industry since 1990.

Mr. Palermo earned his bachelor of science degree in business administration from the University of Connecticut. He holds the Financial Industry Regulatory Authority (formerly NASD) Series 7, 24 and 63 licenses.

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Michael A. Jones

Michael A. Jones

President and Chief Executive Officer
Pyramis Global Advisors

Michael A. Jones is president and chief executive officer of Pyramis Global Advisors, a Fidelity Investments company. Mr. Jones joined Fidelity in March 2012 in his current role. He also serves as the chairman of Pyramis. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $187 billion in assets under management as of March 31, 2013, focuses on investment products and solutions for institutional customers.

Mr. Jones joined Pyramis from Columbia Management, where he served as president. Before joining Columbia in 2006, Mr. Jones was co-president and a senior managing director at Robeco Investment Management from 2002 to 2006. From 1995 to 2002, he served as chief operating officer at Boston Partners Asset Management. From 1982 to 1995, Mr. Jones worked at The Boston Company, serving as chief operating officer of Asset Management.

Mr. Jones earned his bachelor of arts degree in history from Colgate University.

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Maureen Fitzgerald

Maureen Fitzgerald

Head of North American Institutional Distribution
Pyramis Global Advisors

Maureen Fitzgerald is head of North American Institutional Distribution at Pyramis Global Advisors, a Fidelity Investments company. In this role, she is responsible for U.S. and Canadian sales and global consultant relations. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $187 billion in assets under management as of March 31, 2013, focuses on investment products and solutions for institutional customers.

Ms. Fitzgerald joined Pyramis in 2012. Previously, she was with State Street Global Advisors (SSgA), where she served as head of the Institutional Client Group for North America, directing the service and expansion of client, prospect, and consultant relationships. Prior to this role, she served as head of U.S. Institutional Sales and Global Consultant Relations. She has been in the industry since she began her career at SSgA, where she held numerous positions in sales and consultant relations, in 1994.

Ms. Fitzgerald earned her bachelor of arts degree from Boston College and her master of business administration degree from Babson College. She is a member of the Board of Directors for Pyramis Global Advisors Trust Company and Pyramis Global Advisors, LLC. She holds the Financial Industry Regulatory Authority (formerly NASD) Series 7, 24, and 63 licenses.

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Charles McKenzie

Charles McKenzie

Global Head of Institutional Solutions
Pyramis Global Advisors

Charles McKenzie is global head of Institutional Solutions at Pyramis Global Advisors, a Fidelity Investments company. In this role, he leads the creation of custom solutions designed to meet the specific needs of retirement plan sponsors, sovereign wealth funds, endowments, foundations, family offices, and high-net-worth investors. Fidelity is one of the world’s largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $187 billion in assets under management as of March 31, 2013, focuses on investment products and solutions for institutional customers.

Mr. McKenzie joined Fidelity in May 2012 to lead the Global Asset Allocation Institutional Solutions group, assessing the needs of institutional clients and ensuring the capabilities of the Global Asset Allocation division are appropriately aligned to meet their needs. Prior to joining Fidelity, he served as president and chief executive officer of DG Capital Management, a privately owned registered investment advisor, from 2009 to 2010. Prior to DG Capital, Mr. McKenzie was chairman, chief executive officer, chief investment officer, and chief marketing officer at OFI Institutional Asset Management (“OFII”), a subsidiary of OppenheimerFunds, from 1999 to 2009. He helped build, and eventually led, the institutional division at OppenheimerFunds. Over his six year tenure as chairman and chief executive officer of OFII, institutional assets under management increased from approximately $2 billion to nearly $20 billion. Mr. McKenzie has also held investment, consulting, and management positions with MetLife Investment Subsidiaries, Wyatt Asset Services, Hewitt Associates, and Unum. Most recently, he served as a member of the Geode Capital Management Board of Directors before taking his role within Fidelity’s Global Asset Allocation division.

Mr. McKenzie earned his bachelor of arts degree in mathematics, political science, and education from Bates College and his master of business administration degree from the University of Chicago. He is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.

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