Ognjen (Oggie) Sosa is a portfolio manager on the Global Institutional Solutions (GIS) team, in the Global Asset Allocation (GAA) group at Fidelity Investments. 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 co-manages custom multi-asset class mandates for institutional investors and financial intermediaries. The team is dedicated to serving the needs of institutional asset owners who require strategic support, guidance, and customization.
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 also a Chartered Alternative Investment Analyst (CAIA®) charterholder and holds the Financial Risk Manager (FRM) designation.