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.
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