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Fidelity names SVP of family office strategy

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Fidelity names SVP of family office strategy

Rupal Poltack has been named senior vice president of Fidelity's family office strategy.

Poltack will work to expand the business' involvement with regional and national family office organizations, monitor business and product development and lay more focus on innovation and digitization opportunities for clients. She was previously senior vice president, strategy and planning for enterprise technology at the company.

Fidelity's family office business offers custody, brokerage, investment and reporting services to family offices and wealthy families.