GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Kyle Casserino
Meet Kyle Casserino:
Kyle Casserino is a charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.1 The mission of Fidelity...
ABOUT KYLE
Meet Kyle Casserino:
Kyle Casserino is a charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Casserino assumed his current role in 2019 and has been with Fidelity Charitable across multiple roles since 2013.
In this role, Mr. Casserino serves as a premier charitable planning resource to advisors and their clients in Southern California, Arizona, Nevada, Utah, and Hawaii. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.
Prior to assuming his current role, Mr. Casserino was a charitable planning associate in the Northwest region, where he worked with advisors to enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving into clients' overall financial and wealth management plans. Prior to that, Mr.
Casserino worked as a fundraising associate where he supported the national fundraising team. He also worked as a Senior Client Services Representative on the Fidelity Charitable Advisor Service Team.
Education
- Bachelor’s degree in accounting and finance from Roger Williams University
Contact Information
Office: 860-628-1129 | Email: kyle.casserino@fmr.com