Stories
Stories
Flying High
According to the Boston Globe (December 12, 2002), Ellyn McColgan (MBA ’83) “is not a household name in mutual funds. But that’s about to change.” Recently appointed president of Fidelity Brokerage Co., McColgan oversees $700 billion of the Boston-based firm’s assets.
A native of Jersey City, New Jersey, whose first job was in personnel with the old Bamberger’s department store, McColgan had been “flying under the radar at Fidelity for several years, running several key operations,” the Globe reported. Asked about her plans for the firm, McColgan said that “we are really looking at the customer experience,” explaining that Fidelity plans to woo youthful investors and retain them as customers as their wealth grows over the years. On the brokerage side, she will work to secure the firm’s place as a mutual fund giant. “It’s a volume game,” she said. “You’ve got to drive volume through. You can’t be a marginal broker anymore.”
Post a Comment
Related Stories
-
- 07 Oct 2024
- On the Move
On the Move: Nikos Bartzoulianos (MBA 2008)
Re: Nikos Bartzoulianos (MBA 2008); A.G. Lafley (MBA 1977); Youngme Moon (Donald K. David Professor of Business Administration); Anita Elberse (Lincoln Filene Professor of Business Administration) -
- 25 Jun 2024
- HBS Alumni News
On the Move: Alexis DePree (MBA 2007)
Re: Alexis DePree (MBA 2007) -
- 01 Jun 2024
- HBS Alumni Bulletin
In My Humble Opinion: Career Change
Re: Wakana Tanaka (MBA 2003); By: Michelle Cassidy -
- 01 Jun 2024
- HBS Alumni Bulletin
Research Brief: Ahead of the Game
Re: Paul A. Gompers (Eugene Holman Professor of Business Administration); By: Jen McFarland Flint; illustration by Antonio Pinna
