Philip Ierardi
About Philip Ierardi
Philip Ierardi serves as the Senior Vice President of Sales at Eton Solutions LP, where he has worked since 2021. He has a robust background in relationship management and financial technology, having spent 25 years at Fidelity Investments, where he significantly contributed to the development of Fidelity Family Office Services.
Current Role at Eton Solutions
Philip Ierardi serves as the Senior Vice President of Sales at Eton Solutions LP, a position he has held since April 2021. He is based in the Greater Boston area. In this role, he leverages his extensive experience in sales and operations to drive business growth and enhance client relationships. His focus is on delivering tailored solutions for ultra-high-net-worth clients, utilizing his background in financial technology.
Previous Experience at Fidelity Investments
Philip Ierardi spent 25 years at Fidelity Investments, where he held several senior leadership roles. He served as Senior Vice President of Family Office Sales from 2018 to 2021, where he played a crucial role in the development of Fidelity Family Office Services. Prior to this, he was the SVP of Reporting Services from 2014 to 2018 and the Vice President of Platform Services from 2007 to 2014. His tenure at Fidelity was marked by significant contributions to business development and client relationship management.
Board Advisory Role at Mirador LLC
From 2021 to 2022, Philip Ierardi served as a Member of the Board of Advisors at Mirador LLC. In this advisory capacity, he provided strategic insights and guidance based on his extensive experience in financial services and technology. His role involved collaborating with other board members to enhance the company's offerings and market position.
Education and Academic Background
Philip Ierardi earned a Bachelor of Science degree in Marketing from Providence College, where he studied from 1989 to 1993. His academic background laid the foundation for his career in sales and relationship management within the financial services industry.
Expertise in Financial Technology and Operations
Philip Ierardi possesses extensive knowledge in financial technology and operations, particularly for ultra-high-net-worth clients. He has a strong background in modernizing technology infrastructure to improve operational efficiencies. His experience includes overseeing business development functions and managing teams focused on delivering specialized services to family offices and charitable organizations.