Advancing Strategic Planning, Financial Excellence, and Business Enablement to Drive the Future of Asset Management
Fidelity Investments has announced the appointment of Robert Gearon as Director, Strategy, Planning & Enablement | Strategic Advisers, reinforcing the firm’s commitment to strategic growth, financial discipline, and operational excellence across its Asset Management business.
With a career built on financial planning, enterprise strategy, risk management, business enablement, and data-driven decision-making, Robert brings a unique combination of analytical expertise and strategic leadership to his new role. His professional journey across Fidelity Investments and BOX Exchange reflects a consistent track record of supporting executive leadership, strengthening financial governance, and enabling organizations to make informed strategic decisions in an increasingly dynamic financial services environment.
His appointment comes at a time when investment firms are placing greater emphasis on integrated planning, operational agility, digital transformation, and long-term value creation.
Leading Strategy, Planning & Enablement at Fidelity Investments
As Director, Strategy, Planning & Enablement | Strategic Advisers, Robert Gearon will help shape strategic initiatives that support Fidelity’s investment advisory business while aligning planning processes with enterprise objectives.
His responsibilities include driving:
- Strategic planning and execution
- Business enablement initiatives
- Cross-functional collaboration
- Organizational planning
- Operational excellence
- Executive reporting and decision support
- Performance management
- Business transformation initiatives
- Financial strategy alignment
- Long-term growth planning
Working closely with business leaders, Robert will help ensure that strategy, execution, and organizational priorities remain aligned as Fidelity continues to evolve its investment solutions for clients worldwide.
Building Financial Leadership Within Fidelity Asset Management
Prior to his appointment, Robert served as Senior Manager, Finance, where he led Asset Management’s enterprise financial planning process.
His responsibilities included:
- Annual budgeting
- Multi-year financial planning
- Forecasting and performance analysis
- Quarterly Business Reviews (QBRs)
- CFO presentations
- Executive financial reporting
- Business performance evaluation
- Strategic financial recommendations
Through his ability to translate complex financial information into executive insights, he became a trusted contributor to leadership decision-making.
Driving Strategic Financial Planning
Earlier, Robert held the role of Senior Financial Analyst, supporting Fidelity’s Asset Management organization through comprehensive planning and financial analysis.
During this period, he:
- Helped lead enterprise budgeting processes
- Developed multi-year financial plans
- Conducted valuation analysis
- Performed competitor benchmarking
- Supported executive presentations
- Assisted strategic business initiatives
His analytical work helped provide leadership with actionable insights supporting sustainable business growth.
Developing Data-Driven Financial Insights
As Financial Analyst, Robert strengthened Fidelity’s financial reporting capabilities through data analytics and business intelligence.
His contributions included:
- Financial performance reporting
- Headcount analysis
- Industry benchmarking
- Power BI dashboard management
- Executive presentation development
- Operational reporting
These experiences deepened his understanding of financial performance management while expanding his expertise in data visualization and strategic reporting.
Building Enterprise Risk Expertise at BOX Exchange
Before returning to Fidelity, Robert spent more than three years at BOX Exchange LLC, where he progressed from Junior Risk Analyst to Senior Risk Analyst.
Working within the organization’s self-regulatory division, he supported enterprise risk and compliance initiatives involving:
- Enterprise risk management
- Information security controls
- Regulatory compliance
- Third-party audit coordination
- Operational risk assessments
- Technology governance
- Regulatory examinations
- Internal controls
This experience strengthened his understanding of governance, compliance, operational resilience, and risk management–capabilities that continue to complement his strategic finance leadership.
Beginning His Career at Fidelity Investments
Robert’s professional journey began with Fidelity Investments through both an internship and an early-career Risk Analyst role.
Asset Management Risk Intern
As an intern, he supported Fidelity’s Asset Management Resiliency Team by helping implement business continuity strategies across critical investment functions.
His work included:
- Business continuity planning
- Recovery strategy development
- Cross-functional collaboration
- Operational resilience
- Technology process support
Risk Analyst
Following his internship, Robert joined Fidelity as a Risk Analyst, where he partnered with senior leaders to strengthen operational resilience across Asset Management.
His responsibilities included:
- Business continuity planning
- Disaster recovery initiatives
- Operational risk assessments
- Technology inventory management
- Secondary production site readiness
- Risk mitigation planning
These early experiences provided him with a strong foundation in enterprise operations, governance, and business continuity.
Leadership Beyond Finance
Earlier in his career, Robert also served as a Sailing Coach at Bay Head Yacht Club, where he developed leadership, mentorship, teamwork, and communication skills while coaching young sailors.
Although outside the financial services industry, this experience reinforced qualities that continue to define his leadership style–discipline, collaboration, resilience, and continuous development.
A Career Defined by Strategic Growth
Throughout his career, Robert Gearon has consistently embraced opportunities that combine analytical rigor with strategic thinking.
His professional progression reflects continuous development:
- Asset Management Risk Intern
- Risk Analyst
- Junior Risk Analyst
- Risk Analyst
- Senior Risk Analyst
- Financial Analyst
- Senior Financial Analyst
- Senior Manager, Finance
- Director, Strategy, Planning & Enablement
Each role has expanded his expertise across finance, enterprise strategy, operational excellence, governance, and executive decision support.
Enabling the Future of Asset Management
As investment management continues to evolve through digital innovation, data analytics, automation, and changing client expectations, strategic planning has become increasingly important.
Robert’s leadership philosophy emphasizes:
- Data-driven decision-making
- Financial discipline
- Strategic execution
- Cross-functional collaboration
- Continuous improvement
- Operational excellence
- Business enablement
- Long-term value creation
His experience positions him to help Fidelity continue strengthening its leadership in investment management while supporting sustainable organizational growth.
Looking Ahead
Fidelity Investments continues to invest in innovation, technology, client experience, and operational excellence to meet the evolving needs of investors around the world.
With Robert Gearon assuming the role of Director, Strategy, Planning & Enablement | Strategic Advisers, the company gains a strategic leader whose expertise spans financial planning, enterprise strategy, risk management, business intelligence, and executive enablement.
His appointment reflects Fidelity’s continued commitment to developing internal leadership while strengthening the strategic capabilities that drive long-term success.
CXO Gateway Congratulates Robert Gearon
CXO Gateway congratulates Robert Gearon on his appointment as Director, Strategy, Planning & Enablement | Strategic Advisers at Fidelity Investments.
His inspiring journey–from risk management and business continuity to financial leadership, enterprise planning, and strategic enablement–demonstrates a strong commitment to analytical excellence, continuous learning, and business innovation.
We wish him continued success as he helps shape Fidelity Investments‘ next phase of strategic growth, financial excellence, and client-focused innovation.