Adrian Masone, CFA, CFP®, CAIA®, is currently a Client Portfolio Manager at Fidelity Investments, where they have held various roles including Director of Portfolio Engineering and Financial Analyst since joining in 2019. Prior to this, Adrian served as a Senior Financial Associate at Weston Financial Group, Inc. from 2012 to 2015. Adrian began their career as a Portfolio Manager and Equity Analyst focused on the Basic Materials and Energy sectors at Babson College from 2011 to 2012. They earned a Bachelor of Science in Business Administration with a concentration in Finance from Babson College in 2012.
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