As Vice President of Family Thought Leadership and Practice at Fidelity Investments, the largest mutual fund company in the United States, Tobias trains and provides coaching to financial advisors concerning how to navigate family conversations with clients. He also works with client families to engage the developmental opportunities in money, wealth, and estate planning. Working in partnership with Dr. Timothy Habbershon, Managing Director at Fidelity Investments, adjunct professor in family enterprising within the entrepreneurship division of Babson College, and a leading expert in enterprising families and families of wealth, Tobias also facilitates advisor-client conversations, family meetings, and multi-family events. Having started his career in his own family's business, he brings a unique personal and professional perspective on why the "how" of family relationships are just as important as the "what" a family tries to execute.
Tobias earned a BS from Babson College with a concentration in entrepreneurship, an MBA from IMD in Lausanne, Switzerland where he focused on leadership and family business, and he is currently a Strategic Leadership Doctoral Student at Thomas Jefferson University.