Jake Stone

Jake Stone

Analist-Vaste Inkomen bij Massachusetts Financial Services Co.

Finance
Consumer Services

Profiel

Mr. Jacob R.
Stone, CFA, is a Fixed Income Portfolio Manager at Massachusetts Financial Services Co. In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management.
He also participates in the research process and strategy discussions.
He joined the firm in 2018.
He has over 14 years of industry experience.
He previously worked for Wellington Management Company for six years, serving as a vice president and Portfolio Analyst for the fixed income portfolio management team.
Before that, he worked for three years as a Quantitative Research Associate and member of the fixed income management team at Manning & Napier Advisors.
Mr. Stone earned a Bachelor of Arts degree in financial economics from the University of Rochester.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Actieve functies van Jake Stone

BedrijvenFunctieBegin
Analist-Vaste Inkomen 01-01-2018
Alle actieve functies van Jake Stone

Opleiding van Jake Stone

Rochester Christian University Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Jake Stone in detail bekijken

Connecties

100 +

Eerstegraads connecties

2

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Jake Stone