Matt Brann, CFA
Regional Brokerage Consultant,
Fidelity Investments
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About Matt
Matt Brann is the regional brokerage consultant across Texas and the South-Central region for Fidelity Investments. His primary responsibility is to educate traders about the tools and services that are provided by Fidelity Investments. Additionally, Mr. Brann conducts local seminars on educational topics, including fundamental and technical trading, research and options, market mechanics, and trading software. He previously worked as an equity and options trader for Fidelity Brokerage Company's Spartan Trading Group, and was responsible for trading, portfolio oversight, and risk management in support of Fidelity's most active retail traders. Mr. Brann assumed his current role as an active trader consultant in 2003. He is a chartered financial analyst and a member of the CFA institute. Mr. Brann holds the Series 4, 7, 9/10, 63, and 55 securities licenses. He received a BA in history from Brigham Young University and an MS in investment management from Boston University.