Jake Stone

Jake Stone

Analista-Renta Fija en Massachusetts Financial Services Co. .

Finance
Consumer Services

Perfil

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.

Cargos activos de Jake Stone

EmpresasCargoInicio
Analista-Renta Fija 01/01/2018
Todos los cargos activos de Jake Stone

Formación de Jake Stone.

Rochester Christian University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Jake Stone.

Relaciones

100 +

Relaciones de 1er grado

2

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa