Meet the Strategic Advisers Leadership Team

Strategic Advisers LLC

Strategic Advisers LLC is a registered investment adviser and a Fidelity Investments company. With over 150 investment professionals, the team seeks to provide investment management and solutions to help investors achieve their financial goals.


William Irving

  • PRESIDENT
  • Joined Fidelity: 1999

As president, William Irving leads Strategic Advisers, the investment team responsible for the managed accounts business. Prior to assuming his current position, Mr. Irving was head of Fidelity Asset Management Solutions (FAMS) and president of Fidelity Institutional Asset Management (FIAM) and Fidelity Diversifying Solutions (FDS), where he oversaw the teams responsible for delivering industry-leading multi-asset solutions and liquid alternatives capabilities. Since joining Fidelity in 1999, Mr. Irving's roles have also included chief investment officer of the Global Asset Allocation (GAA) division, managing director of research in the GAA division, and portfolio manager in the Fixed Income Division. Before joining Fidelity, Mr. Irving was a senior member of the technical staff at Alphatech and a member of the technical staff at MIT Lincoln Laboratory. He has been in the financial industry since 1999. Mr. Irving earned his bachelor of science, master of science, and doctorate degrees in electrical engineering from the Massachusetts Institute of Technology (MIT).


Catherine Pena, CFA®

  • Chief Investment Officer
  • Joined Fidelity: 1996

As chief investment officer, Catherine Pena is responsible for overseeing the investment teams for Personalized Portfolio Accounts, Personalized Portfolio Accounts – Tax Sensitive Accounts, Workplace Managed Accounts, Fidelity Charitable Gift Fund® (CGF) Charitable Legacy Pool, and the Strategic Advisers Funds. Previously, Ms. 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. Ms. Pena earned her Bachelor of Science in business administration degree in economics and her Bachelor of Arts degree in French from Xavier University, as well as her Master of Arts degree in economics from Southern Methodist University. She is also a CFA® charterholder.


John Stone, CFA®

  • Chief Investment Officer
  • Joined Fidelity: 1993

As chief investment officer, John Stone is responsible for overseeing the investment teams for Personalized Portfolio Accounts, Personalized Portfolio Accounts – Tax Sensitive Accounts, Workplace Managed Accounts, Fidelity Charitable Gift Fund® (CGF) Charitable Legacy Pool, and the Strategic Advisers Funds. Prior to assuming his current responsibilities, Mr. Stone was associate chief investment officer, portfolio manager, and U.S. Equity group leader at Strategic Advisers. He has been in the financial industry since first joining Fidelity in 1993. Mr. Stone earned his bachelor of science degree in quantitative economics from Tufts University and his master of business administration degree from Cornell University's Johnson Graduate School of Management. He is also a CFA® charterholder.


Nicholas Yoo

  • HEAD OF PORTFOLIO ENGINEERING
  • JOINED FIDELITY: 2007

As head of portfolio engineering, Nicholas Yoo oversees the portfolio construction and trading in Fidelity's retail and workplace managed account offerings, which include Personalized Portfolios Accounts, Fidelity Private Wealth Management and Wealth Planner multi-account portfolios, Fidelity Strategic Discipline Strategies, and Workplace Managed Accounts*. Prior to assuming his current position in 2022, Mr. Yoo worked as a vice president of personalized wealth management. Before joining Fidelity, Mr. Yoo held various other positions, including vice president at JPMorgan Asset Management. Mr. Yoo has been in the financial industry since 1999. Mr. Yoo earned his bachelor of arts degree in finance from the University of Utah and his executive master of business administration degree from Boston University. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 registration. 


Raymond Joseph

  • Head of Research
  • Joined Fidelity: 2023

As head of research, Raymond Joseph leads a research team of fundamental (public markets), quantitative, sustainable, and private market research analysts and associates. With input from the broader Investment leadership team, he is responsible for formulating, shaping, and directing the research agenda for Strategic Advisers. Before joining Fidelity in 2023, Mr. Joseph was a managing director of research at Wellington Management. He has been in the financial industry since 1994. Mr. Joseph earned his Bachelor of Arts degree in government cum laude from Harvard College and his Master of Business degree in general management from Harvard Business School.


Scott Kuldell, CFA®

  • Senior Vice President, INVESTMENT RESEARCH AND DEVELOPMENT
  • Joined Fidelity: 1987

Scott Kuldell, CFA As senior vice president of investment research and development, Scott Kuldell is responsible for driving innovation across Strategic Advisers products and methodologies. Prior to assuming his current position in January 2014, Mr. Kuldell served as senior vice president and director of portfolio management. Previously, he was a vice president, portfolio manager, and director of investments. Mr. Kuldell also held several other roles within Fidelity, including director of asset management consulting, head of asset allocation policy and strategy, global fixed income portfolio manager, currency analyst, and quantitative analyst. He has been in the investments industry since joining Fidelity in 1987. Mr. Kuldell earned his bachelor of art degree, magna cum laude, from Dartmouth College. He is also a CFA® charterholder.