Neal Crespi

Neal Crespi, CFA, currently serves as the Head of QRI Custom SMA Investment Services at Fidelity Investments, a position held since March 2024. Prior to this role, Crespi was the Head of US Portfolio Implementation at Newton Investment Management Group from September 2021 to March 2024. Earlier experience includes serving as Managing Director of Active Equity Portfolio Implementation at Mellon from February 2018 to August 2021, and various positions at The Boston Company Asset Management, LLC, including Managing Director and Director of Portfolio Implementation from January 2007 to January 2018, as well as Portfolio Assistant/Jr Research Analyst from September 1996 to July 1999. Crespi began a career in finance as a Systems & Controls Analyst at IBM Credit Corp in 1994. Academic credentials include a Bachelor's degree in Accounting from the Isenberg School of Management at UMass Amherst, earned between 1991 and 1995.