Institutional Portfolio Manager,
Ruthann Pritchard is an institutional portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries. In this role, Ms. Pritchard serves as a member of the investment management team, maintaining deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. She is also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. Ms. Pritchard’s focus is on target date strategies. Prior to assuming her current position in January 2014, Ms. Pritchard was a vice president and investment consultant in Personal Workplace Investments (PWI), a unit of Fidelity Investments, from 2006 to 2014. Before joining Fidelity in 2006, she was a vice president at JPMorgan Asset Management and JPMorgan Retirement Plan Services from 2000 to 2006, an associate investment consultant at Evaluation Associates from 1996 to 2000, and a research analyst at Target Investors from 1993 to 1996. Previously, Ms. Pritchard worked as an associate at First Boston from 1987 to 1991, and as an analyst/associate at Goldman Sachs from 1984 to 1987. She has been in the financial industry since 1984. Ms. Pritchard earned her bachelor of science degree in applied mathematics and mechanical engineering from Yale University. She holds the Financial Industry Regulatory Authority (FINRA) Series 3, 6, 7, and 63 registrations and is also a Certified Financial Planner (CFP).