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Jacob Weinstein is a senior vice president in the Asset Allocation Research team (AART) at Fidelity Investments. AART resides within Fidelity’s Asset Management Solutions division, an investment organization that provides industry-leading multi-asset solutions and liquid alternatives investment capabilities to the retail and institutional marketplace.
In this role, Mr. Weinstein is a member of the Asset Allocation Research Team, which conducts fundamental and quantitative research to develop asset allocation recommendations for Fidelity’s portfolio managers and investment teams. AART generates insights on macroeconomic, policy, and financial market trends and their implications for strategic and active asset allocation.
Before joining Fidelity in 2008, he worked in various roles at LaSalle Bank and State Street. He has been in the financial industry since 1999.
Mr. Weinstein earned his bachelor of arts degree in quantitative economics from Tufts University and his MBA from the University of Chicago Booth School of Business. He is also a CFA® charterholder.
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