BRANDON FABIANI
Harrison,NY
Summary
Wealth and investment solutions leader with deep expertise in model portfolios, managed accounts, and enterprise platform build-out, including integrating private alternative strategies within scalable portfolio structures. Proven track record in identifying market demand, originating new offerings, and partnering with investment teams, distribution partners, home offices and advisors, TAMPs, and FinTech platforms, and large asset management partners, to move solutions from early concept to institutional adoption. Skilled at translating complex strategies into advisor-ready implementations and leading cross-functional execution in large matrixed organizations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Vice President, Wealth Advisory Managed Solutions – Enterprise Relationship Management
Fidelity Investments
New York, USA
09.2023 - Current
- Lead model portfolio enterprise distribution, strategy, business planning, and GTM execution across broker-dealer and RIA aggregator home offices and FinTech/TAMP partnerships.
- Manage TAMP relationships directly and lead the sales process with home office clients, partnering closely with Fidelity Relationship Managers to expand shelf-space for models.
- Influence model design, customization, marketing, and product roadmap via close partnership with product, portfolio management, marketing, legal, compliance, and operations.
- Initiated and co-led Fidelity’s evaluation of private alternative investments for model portfolios, including TAMP selection, shaping product design, and go-to-market strategy.
- Lead joint initiatives with large asset management partners to jointly distribute and co-manage model portfolios, driving distribution strategy and serving as primary liaison for portfolio management teams.
- Train relationship managers and regional directors on model portfolio initiatives to drive distribution.
- Previously managed and developed a direct report during initial enterprise expansion.
Model Portfolio Business Development – Advisor Sales
Fidelity Investments
New York, USA
01.2021 - 09.2023
- Led East Coast model portfolio distribution (NY–FL) across RIAs, broker-dealers, wirehouses, and family offices, driving adoption of pre-packaged and custom models via TAMPs during the early phase of Fidelity’s model portfolio build-out.
- Spearheaded the creation of Fidelity’s custom model business, identifying early advisor demand and building the business in its initial phase, driving much of the original AUM and early client adoption before scaling with the broader team.
- Directly distributed the custom model offering to RIAs, which has become one of Fidelity Institutional’s fastest-growing business lines.
- Built cross-functional support across product, portfolio management, legal, compliance, marketing, and operations for Fidelity custom models.
- Served as de facto business and sales lead for model portfolios—mentoring peers, leading sales forums, and training Regional Directors and Relationship Managers.
- Promoted to Vice President from Director, Jan 2023
- Recipient: Fidelity Circle of Excellence Award (2023), Investment Consulting Sales Vitality Award (2022)
Regional Consultant, Investment Models Channel
Goldman Sachs Asset Management
Chicago, USA
07.2019 - 06.2021
- Distributed ETF and Mutual Fund model portfolios, and equity SMAs to financial advisors across multiple territories, including firm’s highest-AUM region.
- Conducted 40+ weekly client interactions via virtual meetings, in-person sessions, and group roadshows, providing consultative guidance, portfolio analysis, and market insights.
- Member of Regional Consultant Leadership Council, contributing strategic ideas to senior leadership.
- Recipient: Regional Consultant of the Year Award (2020)
Internal Investment Consultant, Investment Advisory Services
S&P Global
New York, USA
10.2016 - 06.2019
- Sold ETF and Mutual Fund model portfolios and equity SMAs to financial advisors via TAMPs across multiple territories; consistently ranked among top-performing territories.
- Conducted regular client interactions to communicate portfolio updates and market insights, strengthening advisor relationships and driving model portfolio adoption.
- Participated in weekly Portfolio Strategy Committee calls, engaging with portfolio managers to build institutional knowledge of model portfolio construction, investment processes, and market dynamics.
Education
B.S. - Finance
Adelphi University
Garden City, NY05-2016
Accomplishments
• Spearheaded the creation of Fidelity’s custom model business, identifying early advisor demand and building the business in its initial phase.
• Led evaluation and go-to-market strategy for integrating private alternatives into model portfolios.
• Directed joint asset manager partnerships to jointly manage and jointly distribute model portfolios.
• Track record of scaling managed account distribution and AUM growth.
• Led evaluation and go-to-market strategy for integrating private alternatives into model portfolios.
• Directed joint asset manager partnerships to jointly manage and jointly distribute model portfolios.
• Track record of scaling managed account distribution and AUM growth.
Certification
- Series 24
- Series 7
- Series 63
- Series 6
- SIE
Websites
Timeline
Vice President, Wealth Advisory Managed Solutions – Enterprise Relationship Management
Fidelity Investments
09.2023 - Current
Model Portfolio Business Development – Advisor Sales
Fidelity Investments
01.2021 - 09.2023
Regional Consultant, Investment Models Channel
Goldman Sachs Asset Management
07.2019 - 06.2021
Internal Investment Consultant, Investment Advisory Services
S&P Global
10.2016 - 06.2019
B.S. - Finance
Adelphi University