Jonathan Lucas, CAIA, CFA, is the Chief Fiduciary Officer and Head of Investment Oversight at Fidelity Wealth Management, overseeing more than $800 billion in assets across 1.5 million client accounts. Since joining Fidelity in 2017, they have managed fiduciary responsibilities and led various initiatives to enhance investment strategy and performance. Previously, Jonathan served as Chief Investment Officer and Chief Financial Officer for the Boston Retirement System, managing $6 billion in assets. Jonathan earned a Bachelor of Arts in Economics from Cornell University and an MBA from the Yale School of Management, and is currently enrolled in a Certificate Program in Business in China at Fudan University.
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