Catherine Pena

Wellness Stage

CATHERINE PENA is the chief investment officer at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In her role as CIO, Pena is responsible for overseeing the investment teams for Portfolio Advisory Services accounts, Portfolio Advisory Services Accounts–Tax-Sensitive Accounts, Workplace Managed Accounts, Fidelity Charitable GiftFund® (CGF) Charitable Legacy Pool, and the Strategic Advisers Funds. Previously,  Pena was a portfolio manager in the Global Institutional Solutions (GIS) group at Fidelity Investments for eight years. She has been in the financial industry since 1995.. Pena earned her BS in business administration, degree in economics, and BA in French from Xavier University, as well as her MA in economics from Southern Methodist University. She is also a CFA® charter holder.