Speaker
Ruthann M. Pritchard, institutional portfolio manager, global asset allocation, Fidelity Investments
Ruthann Pritchard is an institutional portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Pritchard serves as a member of the investment management team, maintaining a 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. Pritchard’s focus is on target date strategies.
Prior to assuming her current position in January 2014, Pritchard was vice-president, 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, 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 investments industry since 1984.
Pritchard earned her bachelor of science degree in applied mathematics and mechanical engineering from Yale University. She also holds the Financial Industry Regulatory Authority (FINRA) Series 6, 63, 7 and 3 licenses.
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