Jim Gerlach is a team leader within the quantitative research team at Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
In this role, Mr. Gerlach is responsible for SAI’s risk management platform. He has been focused on SAI’s risk management process since joining SAI’s Quantitative Research team in 2012.
Prior to joining Fidelity, Mr. Gerlach served as executive director of risk management analytics at MSCI. Previously, Mr. Gerlach was a risk manager at Lyford Group Capital, a macro hedge fund, and a specialist at Bloomberg. He has been in the investments industry since 1999.
Mr. Gerlach earned his Bachelor of Science degree in finance from Penn State University and his master of business administration degree from Boston University. He is also a CFA® charterholder and holds the Financial Risk Manager (FRM) designation.