Sam Birrell

Portfolio Construction Manager @Fidelity Canada

Toronto, ON, CA

Responsible for building suites of bespoke model portfolios for retail financial advisorsusing an open architecture model of Fidelity and third-party mutual funds and ETFs• Utilize investment tools and market research to make actionable recommendationsincluding a detailed analysis of risk, return and diversification aspects of model portfolios• Conduct third party manager research to develop a strong bench of investment options,leveraging both quantitative and qualitative analysis• Incorporate unique advisor requests and constraints such as models focused on taxefficiency, income, ESG or client accounts of varying size• Support Fidelity’s advisor clients by providing portfolio construction expertise regardingFidelity’s products, third-party strategies, industry trends and competitor intelligence• Monitor products used within the models for notable changes and communicate impacts

Dalhousie Investment Society

Dalhousie University

Dalhousie University

Bachelor of Commerce Co-Op (BComm), Finance