Andy Rubin
Institutional Portfolio Manager Team Lead, High Income Fidelity Investments
Author bio
Andy Rubin is an institutional portfolio manager (IPM) team lead for high income and alternative strategies on the Institutional Portfolio Management team 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 institutions, financial intermediaries, and individuals. In this role, Mr. Rubin serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. He is also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. His focus is on real estate debt and listed real estate equity securities. As a team lead, he leads a team of high income and alternatives (IPMs) who engage with Fidelity's clients to develop investment strategies, discuss current market and investment trends, and help them understand Fidelity's diverse investment capabilities to meet their distinct investment needs.

Prior to assuming his current position in 2014, Mr. Rubin was a director in Fidelity’s Investment Product Group from 2010 to 2014. Before joining Fidelity in 2010, Mr. Rubin spent time at BrightSphere Investment Group (formerly Old Mutual Asset Management) and Natixis Investment Managers. He has been in the financial industry since 2003.

Mr. Rubin earned his bachelor of science degree in finance from Lehigh University and his master of business administration degree from Cornell University’s S.C. Johnson Graduate School of Management. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses and is a CFA® charterholder.