Back to top

Board of Directors > Jacques P. Perold

Jacques P. Perold headshot.

Jacques P. Perold

Independent Director since 2015
Chair and Founder, CapShift

Committee Assignments and Rationale

Audit Committee

  • Multiple leadership positions with financial and operational oversight responsibilities, including as President of Fidelity Management & Research Company.

Risk and Return Committee

  • Significant experience in management and oversight of risk for three large asset management firms.
  • Current trustee of several mutual funds.

Professional Experience

  • Chair and Founder of CapShift, an investment advisory firm.
  • Former President of Fidelity Management & Research Company, a privately held investment and asset management company serving clients worldwide.
  • Founder, former President and Chief Investment Officer of Geode Capital Management LLC, a global asset manager and independent institutional investment firm and sub-advisor to Fidelity.
  • Current trustee of New York Life Insurance Company's MainStay Funds.

Key Experience and Qualifications

Financial Services: Extensive experience in the industry gained while leading investments and operations at Geode Capital and Fidelity Management & Research Company, two global asset management companies.

Risk Management: Deep understanding of risks relevant to financial services industry, specifically related to investment activities, acquired during multiple senior leadership asset management roles.

Accounting and Finance: Comprehensive knowledge gained while holding leadership positions that required financial and accounting oversight responsibilities.

Technology and/or Cybersecurity: Experience gained during tenure as a senior leader at investment companies that used data-driven tools and solutions to help clients build more effective portfolios.

Complex, Highly Regulated Businesses: As President at both Fidelity and Geode, developed in depth understanding of SEC and FINRA rules that regulate the financial services industry.

Sustainability: Experience overseeing sustainability initiatives gained while serving as Chair of the corporate responsibility committee at another public company.

Succession Planning and Human Capital Management: As a senior business leader, had responsibility for executive compensation program management objectives and goals and senior leadership succession planning.

Innovation and Customer Focus: Experience gained as leader of one of the world's largest asset management funds representing customers with nearly $2 trillion assets under management.

Other Public Board Service

  • MSCI Inc. (2017–present)
ECC Monitor: OK