Presenter

Jim Coutré

Vice President, Insights and Connections, Fidelity Family Office Services

Jim Coutré is Vice President, Insights and Connections for Fidelity Family Office Services. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Mr. Coutré assumed his current position in the Family Office Services division of FMRCo in 2014 and is responsible for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Prior to joining Fidelity, Mr. Coutré was a vice president for The Philanthropic Initiative from 2008. In his role he was responsible for helping ultra-high net worth families and multi-generational foundations increase the social impact of their giving and training professional advisors and family office staff to help their own clients set and achieve their philanthropic goals. He also worked for over a decade in brand strategy and marketing communications roles.Mr. Coutré received a bachelor of arts in economics from Washington University in St. Louis in 1994.

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