Fidelity
Evan J. Pulliam has extensive experience in leadership and management within the financial services and arts sectors. Currently serving as Team Leader for Workplace Planning & Advice and Investment Solutions at Fidelity Investments since April 2021, Evan has also held various roles including Interim Team Leader and Help Desk positions. Prior experience includes working as a Financial Consultant at Equitable and as an Account Executive at Serino Coyne. In the arts, Evan contributed as a Producer for the National Monologue Slam, aimed at supporting aspiring actors, and has experience in management roles in various companies. Evan co-founded Kentucky Musical Initiatives and served as CFO while also being a performer with ACOUSTIKATS, which featured on "The Sing Off" and produced their first studio album. Educational qualifications include a Bachelor of Arts and a Bachelor of Business Administration from the University of Kentucky, specializing in Marketing, Arts Administration, Vocal Performance, and Economics.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.