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James Ocasio Location
New York, NY, US
James Ocasio Work
Head of Alternative Strategists @ (June 2026 - Present)
VP, Alternative Investment Product Strategist @ (January 2023 - June 2026)
Family Office Solutions, UHNW Alternative Investment Consultant @ (April 2022 - January 2023)
Head of Manager Research @ (July 2018 - March 2022)
Senior Research Analyst @ Fischer & Co.,LP (June 2013 - July 2018)
Senior Financial Analyst @ Federal Street Partners, LLC (June 2006 - June 2013)
James Ocasio Education
NYU Stern School of Business
BS (Finance & International Business)
2002-2006
James Ocasio Summary
James Ocasio, based in New York, NY, US, is currently a Head of Alternative Strategists at Fidelity Investments. James Ocasio brings experience from previous roles at Fidelity Investments, UBS, Hightower Advisors and Fischer & Co.,LP. James Ocasio holds a 2002 - 2006 BS in Finance & International Business @ NYU Stern School of Business. James Ocasio has 3 emails and 3 mobile phone numbers on RocketReach.
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