Breckinridge Capital Advisors
Ognjen Sosa is currently the Chief Investment Officer at Breckinridge Capital Advisors. Prior to this role, Ognjen worked at Fidelity Investments for over a decade, where Ognjen held various positions including Retirement Income Investment Lead, Team Leader for Global Institutional Solutions, and Portfolio Manager for Global Institutional Solutions. Ognjen also has experience as a Quantitative Research Analyst at Pyramis Global Advisors and as an Adjunct Faculty at Bryant University. Ognjen holds an MBA in Finance from the Warrington College of Business Administration, a BSc & MEng in Mechanical Engineering from the University of Florida, and is currently pursuing a Master's Degree in Machine Learning and Data Science from the University of California, Berkeley.
Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/