Profiel
Robert D.
Persons worked as an Investment-Grade Fixed Income Research Analyst at Massachusetts Financial Services Co. from 2000 to 2017.
Prior to that, he worked as an Investment Manager at The Travelers Insurance Co. from 1991 to 1993, an Analyst at Bailard, Inc., and a Portfolio Manager at Zurich Scudder Investments, Inc. from 1994 to 1999.
He received his undergraduate degree from Bucknell University and his MBA from Northwestern University.
Eerdere bekende functies van Robert D. Persons
Bedrijven | Functie | Einde |
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Zurich Scudder Investments, Inc. | Corporate Officer/Principal | 31-12-1999 |
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Corporate Officer/Principal | - |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Analist-Vaste Inkomen | - |
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). | Analist-Vaste Inkomen | 01-01-2017 |
Opleiding van Robert D. Persons
Bucknell University | Undergraduate Degree |
Northwestern University | Masters Business Admin |
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Bedrijven in privébezit | 4 |
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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 |
Zurich Scudder Investments, Inc. | Finance |
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Finance |
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |