Ognjen (Oggie) Sosa is a retriement income investment leader at Fidelity. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, he leads a cross-company effort to develop innovative retirement income products and solutions designed to meet the needs of individuals saving for, transitioning into, and living in retirement. Prior to this, Oggie spent 13 years in Fidelity's Institutional Asset Management division as an analyst, portfolio manager, and team leader. Most recently, he led Fidelity's Global Institutional Solutions group, an investment team tasked with managing custom multi-asset class mandates for institutional investors and financial intermediaries.
Before joining Fidelity in 2007, Mr. Sosa was a research analyst at State Street Global Markets, developing multi- factor quantitative models and constructing equity market-neutral model portfolios focused on Canadian and U.S. equities. He has been in the financial industry since 2006.
Mr. Sosa earned his bachelor of science and master of engineering degrees in mechanical engineering, his master of science degree in management, and his master of business administration degree all from the University of Florida. He is currently pursuing a master of information and data science degree at University of California, Berkeley. He is also a Chartered Alternative Investment Analyst (CAIA®) charterholder and holds the Financial Risk Manager (FRM) designation.