Cait Dourney Earle, CFA
Portfolio Manager Fidelity Investments
Cait Dourney Earle is a Portfolio Manager in the Global Asset Allocation 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. GAA is an investment team within Fidelity's Asset Management Solutions division, an investment organization that provides industry-leading multi-asset solutions to the retail and institutional marketplace.
Prior to assuming her current role, Cait was a member of the asset allocation research team, which conducts fundamental and quantitative research to develop asset allocation recommendations for Fidelity’s portfolio managers and investment teams. AART generates insights on macroeconomic, policy, and financial market trends and their implications for strategic and active asset allocation. Cait was the head of business cycle research, modeling the business cycle in the U.S. and other major economies. Cait also co-managed the team’s active asset allocation pilot portfolio. Prior to joining Fidelity, she worked at Bank of New York Mellon in wealth management.
Cait joined Fidelity in 2014 and has been in the financial industry since 2013.
Cait earned her Bachelor of Arts from Wake Forest University.
Professional Designations:
Chartered Financial Analyst (CFA), Certified Business Economist (CBE) designation
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The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
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