SPOTLIGHT: LORNA KAPUSTA
Head of Women and Investing, Fidelity
Lorna Kapusta is Head of Women and Investing at Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 28 million individuals, institutions and financial intermediaries.
In her role, Lorna is responsible for a firm wide initiative committed to empowering women investors to become more actively involved in their finances at every life stage. This includes developing new educational materials, events, communications tools and other resources designed to meet the needs of women and drive financial confidence.
She regularly speaks to women across the country about the opportunity and impact of financial engagement and is often quoted in the media sharing Fidelity research, resources and action steps to help women take control of their financial futures.
Previously, Lorna led Customer Segmentation and Financial Wellness efforts for Fidelity’s retirement business. Her team’s focus was to provide education and engagement opportunities to help investors plan holistically for short- and long-term goals, and take advantage of Fidelity’s tools, resources and financial professionals to help save, invest and build their wealth.
Prior to joining Fidelity, Lorna spent 15+ years in financial services tackling customer strategy and engagement, marketing and new business opportunities.
Lorna received her Bachelor of Science from Cornell University and her MBA from the NYU Stern School of Business.
She and her husband, Matt, live in the suburbs of Boston, juggling a busy household with their three children, Jacob (13), Aidan (11) and Sage (9), dog (Jazzy) and two cats (Monstah and Vadah).