Elizabeth L. Heffernan is an Investment Strategies Consultant for Fidelity Investments.
Elizabeth is a well-known and respected thought leader in the stable value and retirement income arena who brings significant experience, including product development in both Retirement Income and Fixed Return/Stable Value products.
Elizabeth’s primary focus at Fidelity is providing Plan Sponsors with investment solutions that include annuity/insurance features as a part of their plan investment line up.
Elizabeth spent 2 years with Hueler Companies as the Managing Director of Business Development and the Income Solutions® platform where she was responsible for growing overall business, creating new initiatives, and ensuring a robust client-facing capability that advocates for and delivers personalized lifetime income to individuals.
Prior to Hueler, Elizabeth had worked for over 20 years at Fidelity Investments, with roles in investment consulting, product development, marketing, sales and participant education. Prior to joining Fidelity, Elizabeth worked in the employee benefits and compensation areas at Northwestern University and First Colonial Bankshares. She earned a Bachelor of Arts from the University of Iowa, is a Certified Employee Benefits Specialist and a Certified Financial Planner.