Katherine Shaw, CFA

Sector leader/Portfolio manager

Katherine Shaw is a sector leader and portfolio manager in the Equity division 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 institutions, financial intermediaries, and individuals.

In this role, Ms. Shaw serves as sector leader of the Global Consumer team and is responsible for providing research coverage for the consumer discretionary sector. Additionally, she manages Fidelity Select Consumer Discretionary Portfolio, Fidelity Advisor Consumer Discretionary Fund, Fidelity VIP Consumer Discretionary Portfolio, and Fidelity Consumer Discretionary Central Fund. She also co-manages Fidelity Stock Selector All Cap Fund.

Prior to joining Fidelity in 2008, Ms. Shaw served as a private equity associate at TA Associates and as an investment banking analyst at Salomon Smith Barney. She has been in the financial industry since 2000.

Ms. Shaw earned her bachelor of arts degree in economics and government from The University of Virginia and her master of business administration degree from Harvard Business School. She is also a CFA® charterholder.

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