James Phillips

James Phillips has extensive work experience in the financial industry, primarily with Fidelity Charitable and Fidelity Investments. James joined Fidelity Investments in 2000 as the Director of Managed Accounts. In 2013, they moved to Fidelity Charitable where they held the position of Director of Intermediary Market Product Development. After four years, they were promoted to Vice President of Analytics, Research, and Targeting in February 2017.

James Phillips completed their Bachelor of Arts degree in Public Policy and Communications from the University of Denver, where they studied from 1988 to 1992. James further pursued their education by enrolling in the MBA program at Babson F.W. Olin Graduate School of Business from 1998 to 2000. During their time at Babson, James focused on the fields of Strategy and Finance.