Fund Manager Profile: Katherine Shaw

Name:
Tenure:
Education:
Katherine Shaw
Since 11/01/2023
  • B.A., University of Virginia, 2000
  • M.B.A., Harvard University - Harvard Business School, 2008

Currently Managing

Fund Name Management Role Date
ABLE Aggressive Growth 85% Portfolio Co-Manager 01/02/2024 to present
ABLE Moderate Income 40% Portfolio Co-Manager 01/02/2024 to present
ABLE Balanced 50% Portfolio Co-Manager 01/02/2024 to present
ABLE Moderate Growth 60% Portfolio Co-Manager 01/02/2024 to present
ABLE Growth 70% Portfolio Co-Manager 01/02/2024 to present
ABLE Conservative Income 20% Portfolio Co-Manager 01/02/2024 to present
ABLE Money Market Portfolio Co-Manager 01/02/2024 to present
ABLE Income 30% Portfolio Co-Manager 01/02/2024 to present
VIP Asset Manager Portfolio - Initial Class Co-Manager 11/01/2023 to present
VIP Asset Manager Growth Portfolio - Initial Class Co-Manager 11/01/2023 to present
Fidelity Asset Manager 50% Co-Manager 11/01/2023 to present
Fidelity Asset Manager 70% Co-Manager 11/01/2023 to present
Fidelity Asset Manager 20% Co-Manager 11/01/2023 to present
VIP Asset Manager Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP Asset Manager Growth Portfolio - Service Class Co-Manager 11/01/2023 to present
Fidelity Asset Manager 85% Co-Manager 11/01/2023 to present
VIP Asset Manager Growth Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP Asset Manager Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP Asset Manager Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP Asset Manager Growth Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 20% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 20% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 20% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP FundsManager 50% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 50% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 50% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP FundsManager 70% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 70% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 70% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP FundsManager 85% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 85% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 85% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class I Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class I Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class I Co-Manager 11/01/2023 to present
VIP FundsManager 60% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 60% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 60% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class I Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class I Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class I Co-Manager 11/01/2023 to present
Fidelity Asset Manager 30% Co-Manager 11/01/2023 to present
Fidelity Asset Manager 40% Co-Manager 11/01/2023 to present
Fidelity Asset Manager 60% Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class A Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class B Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class C Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class M Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class I Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 20% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 50% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 30% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 40% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 60% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 70% - Class Z Co-Manager 11/01/2023 to present
Fidelity Advisor Asset Manager 85% - Class Z Co-Manager 11/01/2023 to present
VIP FundsManager 30% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 30% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 30% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present
VIP FundsManager 40% Portfolio - Investor Class Co-Manager 11/01/2023 to present
VIP FundsManager 40% Portfolio - Service Class Co-Manager 11/01/2023 to present
VIP FundsManager 40% Portfolio - Service Class 2 Co-Manager 11/01/2023 to present

Previously Managing

Fund Name Management Role Date
VIP Stock Selector Portfolio - Initial Class Co-Manager 10/21/2021 to 07/10/2022
VIP Stock Selector Portfolio - Investor Class Co-Manager 10/21/2021 to 07/10/2022
VIP Stock Selector Portfolio - Service Class Co-Manager 10/21/2021 to 07/10/2022
VIP Stock Selector Portfolio - Service Class 2 Co-Manager 10/21/2021 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class B Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Consumer Discretionary Fund - Class C Co-Manager 08/03/2017 to 09/30/2022
VIP Consumer Discretionary Portfolio - Initial Class Co-Manager 08/03/2017 to 09/30/2022
VIP Consumer Discretionary Portfolio - Investor Class Co-Manager 08/03/2017 to 09/30/2022
Select Consumer Discretionary Portfolio Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Consumer Discretionary Fund - Class I Co-Manager 08/03/2017 to 09/30/2022
VIP Consumer Discretionary Portfolio - Service Class 2 Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class A Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Consumer Discretionary Fund - Class M Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Consumer Discretionary Fund - Class Z Primary Manager 08/03/2017 to 07/10/2022
VIP Consumer Discretionary Portfolio - Investor Class Primary Manager 08/03/2017 to 07/10/2022
VIP Consumer Discretionary Portfolio - Initial Class Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class C Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class B Primary Manager 08/03/2017 to 07/10/2022
Select Consumer Discretionary Portfolio Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class I Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class M Primary Manager 08/03/2017 to 07/10/2022
Fidelity Advisor Consumer Discretionary Fund - Class A Primary Manager 08/03/2017 to 07/10/2022
VIP Consumer Discretionary Portfolio - Service Class 2 Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Consumer Discretionary Fund - Class Z Co-Manager 08/03/2017 to 09/30/2022
Fidelity Advisor Stock Selector All Cap Fund - Class B Co-Manager 11/01/2016 to 09/18/2020
Fidelity Advisor Stock Selector Fund - Class C Co-Manager 11/01/2016 to 09/18/2020
Fidelity Stock Selector Fund Co-Manager 11/01/2016 to 09/18/2020
Fidelity Series Broad Market Opportunities Fund Co-Manager 11/01/2016 to 05/31/2017
Fidelity Advisor Stock Selector Fund - Class M Co-Manager 11/01/2016 to 09/18/2020
Fidelity Advisor Stock Selector Fund - Class A Co-Manager 11/01/2016 to 09/18/2020
Fidelity Advisor Stock Selector Fund - Class Z Co-Manager 11/01/2016 to 09/18/2020
Fidelity Advisor Stock Selector Fund - Class I Co-Manager 11/01/2016 to 09/18/2020
Fidelity Stock Selector Fund - Class K Co-Manager 11/01/2016 to 09/18/2020
Select Leisure Portfolio Co-Manager 08/01/2013 to 01/31/2014
Select Leisure Portfolio Primary Manager 08/01/2013 to 08/02/2017
Select Leisure Portfolio Lead Manager 08/01/2013 to 02/28/2018
 
 

There was an issue with your input
 
OK
 
 

Please confirm
 
OK
   
Cancel