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Paul Ma
Vice President, Lead Portfolio Strategist at Fidelity Investments

Profile

Paul Ma is vice president and lead portfolio strategist on the Portfolio Construction Guidance (PCG) team in the Fidelity Institutional Asset Management® (FIAM®) division at Fidelity Investments. 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 26 million individuals, institutions, and financial intermediaries.  
In this role, Mr. Ma assists the nation’s leading investment professionals to resolve their broadest portfolio concerns. As part of the PCG team, he partners with Fidelity’s sales and relationship management teams to arm investment professionals with the tools, know-how, and confidence they need to build robust model portfolios and explain them to their clients. Additionally, the PCG team leverages and builds upon Fidelity’s extensive experience in multi- asset, multi-manager, and multi-horizon portfolio construction. Since its inception in 2013, the PCG team has crafted over 6,000 custom-tailored portfolio reviews while also contributing to unique research and analytics around asset allocation, strategies, and risk.
Prior to joining Fidelity in 2015, Mr. Ma managed equity portfolios at a variety of firms, including U.S. equities at SunAmerica, international and global equities at McLean & Partners and BlackRock, and long/short equities at Quad Capital. Previously, he served as a member of the Strategic Relationships team at Putnam Investments where he helped clients to build better portfolios and provided thought leadership. As a co-founder of LifeHarbor, Mr. Ma also used his asset allocation and portfolio construction experience to work in software form.
Mr. Ma earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He is also a CFA® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses. Additionally, Mr. Ma is a frequent speaker on investment topics at client venues as well as at Fidelity’s popular Portfolio Construction Institute events.

Agenda Sessions

  • Lunch & Learns: Grand Ballroom

    1:05pm
  • ETF Spotlight Talk :Advisor as CEO

    3:10pm