As a Relationship Manager at Fidelity Investments, I have the privilege of partnering with family office executives on all aspects of their business and supporting the needs of ultra-wealthy families throughout the country.
Earning my CAIA designation has increased my credibility within my organization and with my clients. It demonstrates my commitment to alternative investments, and a commitment to lifelong learning and curiosity.
I loved the CAIA curriculum - which made the hours of studying even more worth it! I have been fortunate to be exposed to various alternative investments in different professional roles but lacked formal academic training. Embarking on this journey was challenging but also exhilarating. I am extremely proud to be a Charterholder and have become evangelical in encouraging colleagues and friends to consider a CAIA designation.
It's a tremendous privilege to be part of the CAIA community. In addition to peers and colleagues that share this credential, it's an honor to be part of a global community of professionals.
I'm most excited and interested in the evolution of ESG investing and how different institutional investors approach incorporating this into their portfolios.
About Anna McKeon
Anna Mckeon is a Relationship Manager at Fidelity Investments. In addition to the CAIA designation, she has a JD and is a Chartered Advisor in Philanthropy (CAP). She holds Series 7 and 63 Securities Licenses. Anna attended Boston University for undergraduate studies and New England Law for law school.