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
James Ocasio
VP, Alternative Investment Product Strategist
Fidelity Investments
United States, New York, New York
About Me
Profile Information
VP, Alternative Investment Product Strategist
Fidelity Investments
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Nov 4, 2025
More profiles to browse
Pam Holding
Co-Head of Equity and Asset Management Lead on Sustainable Investing
Jeffrey Lagarce
Senior Advisor, Office of the Chairman
Michael Dolan
Vice President Finance | Product Manager
Adam Joffe
Head of Asset Management Compliance, Risk and Business Operations
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc