What is Jonathan Lucas Caia Cfa email address?

Jonathan Lucas Caia Cfa's primary email address is *****@cornell.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jonathan Lucas Caia Cfa work for?

Jonathan Lucas Caia Cfa is a Head of Investment Due Diligence & Oversight and Chief Fiduciary Officer, Fidelity Wealth Management at Fidelity Investments, a company specializing in Other Financial Investment Activities.

Where Jonathan Lucas Caia Cfa graduated from?

Jonathan Lucas Caia Cfa holds a degree in from Yale School of Management.

How can I directly contact Jonathan Lucas Caia Cfa?

To contact Jonathan Lucas Caia Cfa directly, you can use the email address *****@cornell.edu. Complete contact information is available upon registration with Muraena.

Who is Jonathan Lucas Caia Cfa?

Jonathan Lucas Caia is an accomplished finance professional with extensive experience in investment oversight and fiduciary responsibilities. As the Head of Investment Oversight and Chief Fiduciary Officer at Fidelity Wealth Management, he manages over $800 billion in assets across 1.5 million client accounts. His previous role as Chief Investment Officer for the Boston Retirement System involved overseeing $6 billion in investments, showcasing his ability to navigate complex financial landscapes. Jonathan holds an MBA from Yale and a BA in Economics from Cornell, where he was also a captain of the varsity football team. His diverse background includes founding a successful painting business, demonstrating his entrepreneurial spirit. He is recognized for building comprehensive investment oversight programs and collaborating on innovative financial products. Jonathan is passionate about enhancing client confidence in financial decisions through clear and effective investment strategies.