Ognjen Sosa
Chief Investment Officer at Breckinridge Capital Advisors, Inc.
Network origin in Ognjen Sosa first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
155
| Subsidiary | Investment Managers | 155 |
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.
49
| Subsidiary | Investment Managers | 49 |
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.
31
| Private Company | Investment Managers | 31 |
Bryant University
14
| College/University | Other Consumer Services | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ognjen Sosa via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Head-Equity Investments Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Doctorate Degree Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Director of Research - Equity | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
FMR Investment Management (UK) Ltd.
 FMR Investment Management (UK) Ltd. Investment ManagersFinance FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds. | Investment Managers | Director of Research - Equity Chief Investment Officer Chief Executive Officer | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Scientific Financial Systems, Inc.
 Scientific Financial Systems, Inc. Packaged SoftwareTechnology Services Scientific Financial Systems is a fintech company based in Boston, MA. The private company builds intuitive financial analysis platforms utilizing alternative datasets and machine learning. Recently, the company has been working on discovering the strengths and weaknesses of chatgpt's SQL translation, with promising results but room for improvement in context creation and query complexity. The company was founded by Pete J. Millington and he has been the CEO since incorporation. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
| Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Union College (New York) | College/University | Masters Business Admin Undergraduate Degree | |
| Suffolk University | College/University | Graduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Salve Regina University | College/University | Director/Board Member Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Masters Business Admin | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Graduate Degree Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
| Questrom School of Business | College/University | Masters Business Admin Masters Business Admin | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Colegio de Estudios Superiores de Administración | College/University | Undergraduate Degree | |
National Association of Bond Lawyers
 National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Connecticut | College/University | Graduate Degree |
Statistics
International
| United States | 44 |
| Canada | 5 |
| Israel | 2 |
| United Kingdom | 2 |
| Colombia | 2 |
Sectoral
| Consumer Services | 32 |
| Finance | 16 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 109 |
| Undergraduate Degree | 94 |
| Analyst-Equity | 81 |
| Portfolio Manager-Equities | 69 |
| Masters Business Admin | 51 |
Most connected contacts
| Insiders | |
|---|---|
| Owen Hughes | 23 |
| M. Szostak | 22 |
| David Michael Bugajski | 10 |
| Pam Holding | 10 |
| Mark Anthony Marinella | 10 |
| Young Duchung Chin | 9 |
| Chris J. Goudie | 9 |
| William W. Hoyt | 9 |
| Mike Jones | 8 |
| Gerry Benson | 8 |
| Marc W. Lowenthal | 8 |
| Ben Tarlow | 8 |
| Rob Fernandez | 8 |
| Nick Elfner | 8 |
| Amit Baid | 8 |
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