

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
More profiles to browse
IF
Ian Fishwick
Portfolio Manager
JS
Jack Sholl
Senior Vice President, Western Region, Institutional Consultant Relations
AG
Art Greenwood
Senior Vice President, Institutional Asset Management
Michael Lane
Wealth Management Advisor - Investments
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale