Nov 22, 2025
Fidelity shifts course -- and gears -- on RIA leadership by naming a head of the RIA and a head of clearing business to fill the role held singly by departing, technology-focused Rohit Mahna
The Boston company's clearing custody grew to $5.1 trillion from $3.5 trillion under Mahna's leadership as head of client growth, where technology took priority, but two relationship managers are taking his place.