Ognjen Sosa
Chief Investment Officer at Breckinridge Capital Advisors, Inc.
Profile
Mr. Ognjen Sosa is a Chief Investment Officer at Breckinridge Capital Advisors, Inc. He will be responsible for managing the firm’s investment process, overseeing the development of the investment strategy and ensuring the strategy’s implementation across trading, research and portfolio management.
As CIO, he chair the firm’s investment committee.
He has more than 15 years of asset management experience spanning across investment research, portfolio management and team leadership of investment professionals and businesses.
Mr. Sosa spent six years as a Team Leader for Fidelity’s Global Institutional Solutions, where he led the company’s outsourced chief investment officer business, overseeing $22 billion in client AUM invested across proprietary and third-party equity, fixed income and alternative strategies.
His prior roles include serving as a Portfolio Manager on the Global Institutional Solutions team and a Quantitative Research Analyst for the company’s Institutional Asset Management business.
He started his investment career at State Street Global Markets as a Quantitative Equity Analyst.
He received his graduate degree from the University of Florida and an MBA from Warrington College of Business Administration.
Ognjen Sosa active positions
| Companies | Position | Start |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Chief Investment Officer | 31/05/2021 |
Former positions of Ognjen Sosa
| Companies | Position | End |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Portfolio Manager-Equities | 31/05/2021 |
| Bryant University | Corporate Officer/Principal | 30/12/2012 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Corporate Officer/Principal | 30/12/2006 |
Training of Ognjen Sosa
| University of Florida | Graduate Degree |
| Warrington College of Business Administration | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
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