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David Konze

David Konze: Twice Ranked Number One Nationally in Sales and Retention

About David Konze

Selected by upper management as the first person to be promoted to the vice president level in his division, David R. Konze has been with Fidelity Investments Institutional Services for more than a decade. Holding the Certified Financial Planner™(CFP®) credential, Dave Konze has received numerous awards and recognitions during his career.

Mr. Konze joined Fidelity Investments in 2004 and quickly rose in the ranks. Having won the Achiever Award a total of 11 times, he has proven that he can consistently outperform his peers. In 2008 and again in 2012, he reached the number one spot nationally for sales and retention, earning the President’s Circle award both times. He also has served as a team lead, mentoring colleagues on the core principles of investing.

When not working, David Konze enjoys sports such as skiing, golfing, and mountain biking. He is a passionate sports fan and follows Boston area teams such as the Boston Red Sox baseball team and the New England Patriots football team.

Work Experience

Oct 2010May 2015

VP, Financial Consultant

Fidelity Investments
Aug 2006Oct 2010

Relationship Officer - Portfolio Advisory Services

Fidelity Investments


Sep 1995May 1999


University of New Hampshire