Since starting my career in the financial services industry over 25 years ago, I’ve worked in many capacities, as an equity analyst, portfolio manager, sector strategist, and now director of quantitative market strategy. In this role, I’m focused on historical probability analysis, its application ...more

Since starting my career in the financial services industry over 25 years ago, I’ve worked in many capacities, as an equity analyst, portfolio manager, sector strategist, and now director of quantitative market strategy. In this role, I’m focused on historical probability analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. As a data geek at heart, I believe there’s great value in blending historical macroeconomic data and different sets of key fundamental variables to determine probabilities. My work is pretty different from how many other investors and strategists analyze data. At Fidelity, I’m encouraged daily to challenge the status quo in how I work to find the best insights to benefit our shareholders. When I’m not crunching numbers, I’m a proud mom of two incredible daughters and an at-home cycling enthusiast. As I share my research insights, I invite you to follow along!less