Tim Habbershon

Dr. Timothy Habbershon is a Managing Director at Fidelity Investments, where he has focused on generational succession and governance. He is also the founder and leader of the Fidelity Center for Family Engagement (FCFE). As a thought leadership center of excellence, FCFE envisions a world where families grow closer as they navigate their financial lives. It achieves this vision by helping families and their advisors build capabilities for engaging around the emotional, relational, and generational aspects of wealth.

For more than thirty years, Dr. Habbershon has been an advisor, consultant, and coach to ownership and management teams of large family-controlled firms and family offices worldwide, focusing on their family and organizational transitions. Prior to joining Fidelity Investments, he founded three research and practice institutes for enterprising families, including the Babson Institute for Family Enterprising at Babson College in Wellesley, MA, where he is an Adjunct Entrepreneurship Professor.

Dr. Habbershon holds a BA from Grove City College in Grove City, PA; a MDiv from the Gordon-Conwell Theological Seminary in South Hamilton, MA; an MBA from the University of South Dakota; and an EdD, also from the University of South Dakota. He continues to serve as Senior Advisor and Board Member of the Berwind Group, as Operating Partner and Board Member of AUA Private Equity Investors. He and his wife Allison spend their winters in Naples and summers on the Jersey Shore.