Report: Fidelity’s Forge Community SFO Network Head Steps Down

Tags: Personnel, RIA

Jennifer Richardson has reportedly departed as head of Fidelity Investments-backed peer-to-peer SFO network Forge Community, according to an October 15 report by Bloomberg.

Richardson, now freelancing as an independent executive coach and family office consultant, said in an automated email reply to Bloomberg that Forge parent Fidelity has “decided to go in a different strategic direction with the leadership of Community.”

Fidelity is expected in the coming months to name a replacement to the the top position of the family office network made up of over 1,700 members, Bloomberg reported, adding that the new Forge leader will also be tasked with leading another Fidelity-backed community, Finteract, which caters to advisory professionals.

Source: https://www.bloomberg.com/news/articles/2024-10-15/head-of-fidelity-owned-group-of-1-700-family-offices-departs

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