Full Name
Marissa Herr
Job Title
VP, Head of Technology Consulting
Speaker Bio
Marissa Herr is a vice president, Technology & Platform Consulting in FI Analytics & Communication team at Fidelity Institutional®. Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. 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, and individuals.

In this role, Ms. Herr and her team of consultants engage with firms to thrive in today’s environment of transformational change by embracing technology to empower their vision. Firms today are faced with myriad macro-economic challenges, including shifting investor demographics, rapid technology innovations, and the advisor supply-demand imbalance. With over 15 years in financial services, she uses her expertise to convey the full breadth of the FI offering and helps firms optimize their technology ecosystem to achieve growth and scale while modernizing the client experience. Additionally, she serves as a subject matter expert for business partners seeking insights and provides “voice of client” analysis to help drive future technology road maps.

Prior to joining Fidelity in 2021, Ms. Herr served as a vice president client engagement manager for Bank of New York (BNY) Mellon Pershing, where she was responsible for communicating Pershing’s digital wealth strategy and acting as a subject matter expert on all technology solutions for firms, advisors, investors, and operations users.

Ms. Herr received her bachelor of science degree in business marketing from Penn State University and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 24 licenses
Marissa Herr