Santa Clara University


Matt Roberts, CEP, Vice President, Fidelity Investments

Mathew Roberts has worked in accounting, equity compensation and client services throughout his ten years, giving him a unique perspective in meeting the needs of plan sponsors. In his current position as Vice President of Financial Reporting and Client Analysis, Mr. Roberts is responsible for the development of financial reporting products while managing the Fidelity Stock Plan Services Financial Reporting team. Prior to working at Fidelity Investments, Mr. Roberts worked at PricewaterhouseCoopers LLP. He considers the ongoing transformation of the accounting and equity compensation industries to be both stimulating and rewarding.

Mathew received a BBA in Accounting and Information Systems from UMass Amherst, his CEP designation from the Certified Equity Professional Institute (CEPI) at Santa Clara University, and was the Chair of the CEPI Advisory Board.  Matt currently lives in Boston, Massachusetts and enjoys golf and travel.

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