Rob Malcolm

Rob Malcolm is an experienced finance professional with a diverse background in tax management, operations excellence, and shareholder reporting. At Fidelity Investments, Rob served in multiple roles, including Senior Manager of Shareholder Reporting, where responsibilities included managing fund reporting processes, ensuring compliance with SEC regulations, and streamlining capacity through effective analysis. Previous experience as a Tax Manager involved overseeing tax services for nearly 100 mutual funds, while roles in project management focused on process improvements and operational efficiency. Rob holds advanced degrees in Taxation and Finance from Suffolk University and a Bachelor's degree in Accounting from Rivier University.