Jeffrey Norton, CFP®, CAIA, CIMA, is currently a Private Wealth Management Senior Relationship Manager at Fidelity Investments. With extensive experience in financial services, Jeffrey previously held roles such as Senior Account Manager at Natixis Global Asset Management and Senior Product Marketing Manager at Columbia Threadneedle Investments. Jeffrey has also worked in various capacities at MFS Retirement Services, Inc., Eaton Vance, and John Hancock Investment Management, contributing expertise in product marketing and sales. Jeffrey earned a Bachelor of Science in Business Management from the University of Massachusetts Dartmouth.
This person is not in the org chart
This person is not in any teams
This person is not in any offices