Kevin S. Bartlett has been in the financial services industry for more than 25 years and has been with Fidelity since December 2004.
Prior to accepting his current role as Senior Vice President of Private Wealth Management at Fidelity investments and President Of Fidelity Personal Trust Company, FSB, Kevin was the head of Technology and Wealth Management Product for Fidelity Family Office Services and project lead for the Personal Trust initiative as part of the five year strategy for Fidelity Brokerage Company.
Prior to joining Fidelity, Kevin was the Regional Managing Director of Calibre, Wachovia’s family office focusing on financial services for the ultra high net worth. As part of his role there, Kevin was the primary architect for conception, business model development and build out of the practice. Throughout the remainder of his 10 year tenure at Wachovia, Kevin held positions covering multiple aspects of service to the high net worth marketplace including specific assignments in Trust, Charitable Services, Private Banking and Strategic Initiatives.
Kevin has a B.A. from North Carolina State University and a JD and MBA from Wake Forest University.