

James Ocasio
Vice President, Alternative Investment Product Strategist
Fidelity Investments
United States, New York, New York
About Me
As the Alternative Investment Product Strategist, my role entails a deep SME knowledgebase across
alternative investment strategies including but not limited to hedge funds, private equity, private credit,
and real estate. Furthermore, I support Fidelity Institutional’s distribution force and the advisors they
serve, educating our clients on Fidelity’s alternative investment solutions and capabilities on an independent and portfolio construction framework basis. Prior to joining Fidelity, I was the Alternative Investment Consultant of UBS Private Wealth Management’s Family Office Solutions group, a team that exclusively works with clientele of $100mm net worth or greater. The position inv
Profile Information
Vice President, Alternative Investment Product Strategist
Fidelity Investments
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 16, 2024
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