James Ocasio Email & Phone Number
VP, Alternative Investment Product Strategist @ Fidelity Investments
James Ocasio's Location
New York, NY, US
James Ocasio's Work
- VP, Alternative Investment Product Strategist @ Fidelity Investments
- Family Office Solutions, UHNW Alternative Investment Consultant @ UBS
- Head of Manager Research @ VWG Wealth Management
- Senior Research Analyst @ Fischer & Company
- Senior Financial Analyst @ Federal Street Partners, LLC
James Ocasio's Education
- New York University - Leonard N. Stern School of Business
BS (Finance & International Business)
2002 - 2006
James Ocasio's Skills
- Alternative Investments
- Private Equity
- Portfolio Management
- Financial Modeling
- Asset Managment
- Investment Strategies
- Due Diligence
- Emerging Markets
- Investments
- Asset Management
James Ocasio's Summary
James Ocasio, based in New York, NY, US, is currently a VP, Alternative Investment Product Strategist at Fidelity Investments, bringing experience from previous roles at UBS, Hightower Advisors, Fischer & Co.,LP and Federal Street Partners, LLC. James Ocasio holds a 2002 - 2006 BS in Finance & International Business @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Alternative Investments, Private Equity, Portfolio Management, Financial Modeling, Asset Managment and more, James Ocasio contributes valuable insights to the industry. James Ocasio has 4 emails and 1 mobile phone number on RocketReach.
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