Andrey Lyalko CFA, CFP, is a Director in the financial solutions group at Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investment 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, he is responsible for financial planning research used in Fidelity and third party publications, product development, and online guidance tools.
Prior to rejoining Fidelity in his current position in May 2012, Andrey was an AVP, Quantitative Credit Analyst at Eaton Vance from 2009 to 2012. In this role he conducted research on corporate sectors for investment grade bonds. Additionally he was responsible for managing the derivative and interest rate exposure of all mutual fund and separately managed accounts for the group. Previously, he held other positions at Fidelity. He has been in the investments industry since joining Fidelity in 2005.
Andrey earned his bachelor’s degree with concentrations in finance and math from the University of Massachusetts, Amherst, and MBA degree from the University of Chicago’s Booth School of Business. He is a CFA charterholder and a Certified Financial Planner (CFP). He currently holds a patent for innovative products and services created while he has been working at Fidelity with an additional two patents pending.