Jeremy has accountability for the quality administration and servicing of clients focused on broad-based and equity compensation-based projects. He also has responsibility for strategic planning and development for the Rewards practice within Fidelity Workplace Services.

 Jeremy joined Fidelity Investments in 2001. He has nineteen years of outsourcing and administration experience within the institutional client space. Before coming to Fidelity Workplace Consulting, he served as a Managing Director in Stock Plan Services and a finance director focused on both product and strategic business development.

 Jeremy received his Bachelor of Business Administration degree from the University of Massachusetts, Amherst, and his Master of Business Administration degree from Babson College. He earned the Certified Equity Professional designation from the Certified Equity Professional Institute and holds Series 7 securities registrations.

Karen has over 38 years of dynamic experience and leadership in the equity compensation industry. In her most recent role, Karen is responsible for the global equity administration and compliance for Wave Life Sciences as well as the multi-state U.S. payroll.

Prior to this role, she held management roles in client relations and education for 3 of the largest equity administration software providers. Karen began her career with Wang Laboratories where she was responsible for equity compensation in over 50 countries. She subsequently oversaw the equity administration for Genzyme, including the administration of employee equity plans for its numerous tracking stocks.

Karen is a member of GEO (Global Equity Organization), NASPP (National Association of Stock Plan Professionals) and is a Certified Equity Professional (CEP).

She was recently honored as a Fellow of Global Equity at the 2019 GEO International Conference.

JC Nichols is an Institutional Relationship Manager at Morgan Stanley at Work, managing a portfolio of the firms’ largest clients by helping to advise and partner strategically to deliver solutions across Morgan Stanley at Work, Wealth Management and Capital Markets. He joined Morgan Stanley in 2020 and has 25 years of industry experience across a wide range of Financial Services verticals, managing large scale business transformation initiatives, with a focus on customer experience, scale and efficiency. Prior to joining Morgan Stanley, JC spent 11 years at Fidelity Investments where he was a Vice President of Strategy leading transformative strategic initiatives for Fidelity’s diverse business unit leaders.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2025 Morgan Stanley. All rights reserved.

James Fucigna is the founder and principal of The Fucigna Group at Morgan Stanley. With more than 40 years of experience as a financial advisor, James has significant experience helping companies administer their equity compensation plans. His focus is helping executives manage their individual equity plans and integrating this important benefit to a comprehensive wealth management plan. James is a regular speaker on Executive Trading at local and national meetings of the National Association of Stock Plan Professionals (NASPP). © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

Michael has been partnering with clients for 23 years to find solutions for their families’ needs. After graduating from UCLA in 2000 with a degree in Economics, Michael began his career in the industry at PaineWebber working in Operations to learn how its business was run and how to lead a team of professionals of up to 200 direct reports. He has spent most of his 23-year financial services career in the Los Angeles area with UBS Financial Services Inc., teaming with advisors and clients to find innovative solutions for their investment, planning, and service needs.

 Michael currently holds his FINRA Series 7, 66, 9 & 10, Health, Accident and Life Insurances licenses. He recently attained his Executive MBA from Loyola Marymount University in May of 2023 to further serve his C-suite clients and their needs.

 He is involved in the community partnering with The Los Angeles Urban League, The Fulfillment Fund, LA Works, and The Boys and Girls Club helping young leaders in underserved communities gain access to financial acumen, business, and life skills. He enjoys outdoor activities with his family, including soccer, volleyball, hiking, and attending concerts and sporting events.