Jonathan Sage
Portefeuillebeheerder-Aandelen bij Massachusetts Financial Services Co.
Profiel
Mr. Jonathan W.
Sage, CFA MBA, is an Equity Portfolio Manager at Massachusetts Financial Services Co. He is an investment officer at the firm.
He manages blended research equity strategies used by the firm's mutual funds and institutional accounts.
He joined the firm in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005.
He has over 28 years of industry experience.
Mr. Sage was previously employed as a Principal by Santander Global Advisors, Inc. and a Fund Accountant by First Data Investor Services Group.
He earned a bachelor's degree from Tufts University and Master of Business Administration and Master of Finance degrees from Boston College.
He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society, Inc.
Actieve functies van Jonathan Sage
| Bedrijven | Functie | Begin |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Portefeuillebeheerder-Aandelen | 01-01-2005 |
Eerdere bekende functies van Jonathan Sage
| Bedrijven | Functie | Einde |
|---|---|---|
Santander Global Advisors, Inc.
 Santander Global Advisors, Inc. Investment ManagersFinance Santander Global Advisors, Inc. provides asset management services. | Corporate Officer/Principal | 31-12-1999 |
First Data Investor Services Group
 First Data Investor Services Group Investment Banks/BrokersFinance Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million. | Corporate Officer/Principal | 31-12-1997 |
Opleiding van Jonathan Sage
| Tufts University | Undergraduate Degree |
| Boston College | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Santander Global Advisors, Inc.
Santander Global Advisors, Inc. Investment ManagersFinance Santander Global Advisors, Inc. provides asset management services. | Finance |
First Data Investor Services Group
First Data Investor Services Group Investment Banks/BrokersFinance Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million. | Finance |
