Product leadership & strategy

Fidelity Youth

As product lead, I led a team that helped design, develop, and manage Fidelity Youth and grow adoption among our customers. This industry-first account and app experience was built for teen investors ages 13–17, emphasizing responsible investing through education, research tools, portfolio monitoring, and trading, with oversight for parents.

Role: Product Leadership, Digital Strategy
Dates: 2023 launch

Fidelity Youth desktop landing page — Fidelity Youth · Web & app presentation

Fidelity Youth App Store presentation — Fidelity Youth · Web & app presentation

Fidelity Youth home: cash balance, spending money, investment value, and available funds — Home · Account balances

Fidelity Youth: spending insights and recent account activity — Account activity & spending insights

Fidelity Youth: investment discovery, basket portfolios, and market movers — Investment discovery

Fidelity Youth: parent account view and recurring allowance prompt — Parent experience · Allowance setup

Fidelity Youth parent funding: link accounts, transfer money, and set up allowance — Add money · Parent funding

Fidelity Youth gift card trade-in experience with CardCash — Gift card trade-in

Fidelity Youth investment overview before funding the account — Invest · Getting started

Fidelity Youth: parent introduction to reviewing a teen’s transfer request — Parent transfer request

Next project

Fidelity Spire