Unlocking the Power of Model Portfolios: Trends, Tech & Transformation

Amanda Robinson is head of Wealth Advisory Managed Solutions Specialist Distribution 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 all managed solutions distribution for Fidelity Institutional including overseeing sales, relationship management, and strategic partnerships. Her team is responsible for delivering in depth support for Model Portfolios, SMAs, and FMAX (Fidelity Managed Account Exchange) helping advisors to meet the diverse and evolving needs of their clients.

Prior to that she played a key role in launching Fidelity Institutional’ s Model Portfolios and Separately Managed Accounts (SMA), helping to shape the product strategy, distribution framework, and advisor adoption approach. 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, 63, and 24 licenses.

Jen Mahan, Director, heads the Whole Portfolio Product Pillar for USWA where she focuses on delivering commercial whole portfolio solutions to RIAs and other advisors. Prior to her current role, Jen worked in Product Marketing. Jen joined BlackRock in May 2018 after working for several years as an independent marketing consultant. Prior to consulting, she spent 15 years at Merrill Lynch where she led Regional Marketing for the Northeast and Custom Advisor Marketing. She began her career at General Electric. Jen graduated from Penn State with a BS in Information Systems. She earned her MBA from the Stern School of Business at New York University with a concentration in Finance.

Mr. Friederich serves as Principal Director, Investment Solutions Strategy at Envestnet | PMC and is responsible for providing strategic direction, project management, and functional oversight across the firm’s research and due diligence, portfolio management, and high net worth business units. He also serves on PMC’s Investment Committee.

Mr. Friederich has been a member of the Envestnet|PMC team since 2008, having historically performed manager research and due diligence on fund strategist portfolios, separate accounts, mutual funds, and ETFs across various asset classes.

Prior to joining the firm in 2008, Mr. Friederich was with Pitney Bowes, Inc., where he served as an Investment Specialist on the firm’s multi-billion dollar domestic and international pension investment portfolios. He holds a BS degree in Finance from the University of South Dakota and a MS in Finance from the University of Colorado at Denver.