Chase Martell, CFP®, CEP, serves as the Director of Stock Plan Contributions at Fidelity Charitable, where they support donors and advisors in donating publicly traded shares with liquidity restrictions. With over 16 years of experience in financial services, specially focused on equity compensation, Chase has contributed to over $100 billion in grants to nonprofit organizations. They hold a Master of Science in Financial Planning from Bentley University and an MBA from Southern New Hampshire University, complemented by a Bachelor of Science in Psychology from Springfield College.
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