Zeke James is the National Head of Advisor Acquisition and Development at Fidelity Charitable®, an independent 501(c)(3) public charity that has facilitated nearly $84.5 billion in grants to over 406,000 nonprofit organizations. In this role, Zeke leads a national team of charitable planning consultants who specialize in helping financial, legal, and tax advisors simplify their clients’ philanthropic efforts through Donor-Advised Funds. His team also introduces innovative philanthropic strategies, including Private Equity, Alternative Investments, Corporate vehicles, and more.
Before joining Fidelity Charitable, Zeke built extensive expertise in wealth management, institutional trading, and 401(k) sales. He most recently served as a Defined Contribution Sales Executive in Vanguard’s Institutional Retirement Division, working with some of the nation’s largest 401(k) plans. Over the years, he has held leadership roles at Wells Fargo Investments, JPMorgan Chase, and Merrill Lynch.
Zeke earned a Master of Business Administration from the University of North Carolina at Chapel Hill and a Bachelor of Arts from the University of Virginia. Additionally, he holds a Business Analytics Certificate from the University of Pennsylvania’s Wharton School of Business.
