Cathy Pena

Chief Investment Officer - Strategic Advisers

Cathy Pena is the Chief Investment Officer at Strategic Advisers, Inc., a Fidelity Investments Company, where they specialize in alternatives, fixed income, and workplace managed accounts. Cathy has extensive experience in strategic and tactical asset allocation, portfolio construction, manager selection, and risk management. They previously held roles at Fidelity Investments, including Senior Research Analyst and Portfolio Manager, and worked as a Financial Analyst at Credit Suisse. Cathy earned a Master’s degree in Economics from Southern Methodist University and a Bachelor’s degree in Business Administration from Xavier University.

Location

Boston, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices