Chief Investment Officer
Paul Quistberg is a chief investment officer at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.
In this role, Mr. Quistberg is responsible for overseeing the investment teams for Fidelity Portfolio Advisory Service® (PAS), Fidelity Personalized Portfolios® (FPP), Fidelity Portfolio Advisory Service at Work® (PAS-W), and the Strategic Advisers Workplace Multi-Manager Funds. Additionally, he has oversight of the Fidelity Charitable Gift Fund® (CGF) Charitable Legacy Pool, as well as manager selection for Fidelity’s open-architecture 529 portfolios.
Prior to assuming his current position in May 2018, Mr. Quistberg was head of research for the Strategic Advisers research organization, which includes the quantitative and fundamental teams. He also had oversight of certain Strategic Advisers portfolio management teams.
Prior to joining Fidelity in 2015, Mr. Quistberg was the chief investment officer at BofA Global Capital Management, Bank of America’s proprietary cash and fixed income management investment advisor, from 2010 to 2015. Previously he was the head of cash investments and liquidity strategies for Columbia Management from 2008 to 2010 and the chief operating officer of the fixed income division and director of credit research at Putnam Investments from 1995 to 2008. He worked earlier in his career at the Travelers Insurance Company as an investment officer and at KPMG Peat Marwick as an audit manager. Mr. Quistberg has over 30 years of investment and financial services experience.
Mr. Quistberg earned his bachelor of science degree in accounting from the University of Connecticut and his master of business administration degree in finance from the University of Chicago’s Booth School of Business. He is also a Certified Public Accountant (CPA) and a CFA charterholder.