Invest in Others Board Member
Joined November 2022
Head of Wealth and Brokerage Platforms
Marc Squires is Head of the Wealth and Brokerage Platforms Segment of Fidelity Institutional, leading a team of relationship managers who provide broker-dealers access to a flexible, open-technology environment, extensive practice management resources, wealth management investments and related execution and clearing services. Squires has spent 25 years at Fidelity Investments and has held multiple roles within the firm in the Institutional, Workplace and Personal Investing businesses.
In this role, Mr. Squires is responsible for ensuring the satisfaction of Fidelity Institutional’s diverse broker-dealer client base by helping them meet their business goals and supporting them in the evolving wealth management landscape. He and his team provide Fidelity’s broker-dealer clients access to a flexible, open-technology environment, extensive practice management resources, wealth management investments, and related execution and clearing services.
Prior to assuming his current position in April 2020, Mr. Squires led a Fidelity Institutional business management team for five years that was responsible for driving strategy, planning, field services, competitive analysis, agile transformation, and business development support for Fidelity’s clearing and custody businesses, while maintaining a focus on the strategic and tactical efforts of the firm’s sales and relationship management teams. He also held roles in business strategy as well as sales and relationship management effectiveness. Mr. Squires joined Fidelity in 1997 and has held multiple positions within Personal Investing and Workplace Investing before joining Fidelity Institutional in 2007.
Mr. Squires earned his bachelor of arts degree in justice from American University. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24 and 63 licenses.