Full Name
Amanda Robinson
Job Title
VP, Portfolio Solutions
Company
Fidelity Investments
Speaker Bio
Amanda Robinson is a vice president, Portfolio Solutions, in Wealth Advisory & Portfolio Solutions at Fidelity Institutional®. Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services, to a wide range of wealth management firms and institutional investors. 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.
In this role, Ms. Robinson leads a team of specialists responsible for delivering in-depth support of Fidelity’s Portfolio Solution capabilities, including model portfolios, custom SMAs, and portfolio construction tools and resources, to financial intermediaries and institutions.
Prior to assuming her current position, Ms. Robinson was responsible for delivering in-depth support of Fidelity’s model portfolio capabilities to financial intermediaries and institutions, working closely with Turnkey Asset Management Platforms (TAMPs) and Model Hub Providers. Previously, Ms. Robinson was an inside wholesaler supporting the distribution of Fidelity Advisor funds, ETFs, and the Fidelity Advisor 401(k) platform.
Ms. Robinson earned her bachelor of science degree in finance from the University of Massachusetts Lowell. She is a CFA® charterholder and also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
In this role, Ms. Robinson leads a team of specialists responsible for delivering in-depth support of Fidelity’s Portfolio Solution capabilities, including model portfolios, custom SMAs, and portfolio construction tools and resources, to financial intermediaries and institutions.
Prior to assuming her current position, Ms. Robinson was responsible for delivering in-depth support of Fidelity’s model portfolio capabilities to financial intermediaries and institutions, working closely with Turnkey Asset Management Platforms (TAMPs) and Model Hub Providers. Previously, Ms. Robinson was an inside wholesaler supporting the distribution of Fidelity Advisor funds, ETFs, and the Fidelity Advisor 401(k) platform.
Ms. Robinson earned her bachelor of science degree in finance from the University of Massachusetts Lowell. She is a CFA® charterholder and also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
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