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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
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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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