Marc Squires is Head of Clearing for Fidelity Investments which offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, family offices, and individuals.
Fidelity Clearing serves independent, bank, insurance, full service, and institutional broker-dealer wealth management firms. The clearing business provides wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.
In this role, Mr. Squires is responsible for ensuring the satisfaction of Fidelity Investments’ diverse broker-dealer clients and prospects 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 and prospects 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 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.