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Returning to Fidelity after eight-year hiatus, Rupal Poltack joins $134B Fido family office division to make it UHNW kid-friendly

The senior vice president will help newly promoted Andrew Fay make the unit more paperless, more digital and more a more-likely spot for rich earners and their millennial offspring to chat about money

Author Brooke Southall April 3, 2018 at 5:43 PM
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Rupal Poltack is 'very familiar with what it feels like on the other side of the [family office] table,' says Andrew Fay.

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