Jake Stone
Analyst-Fixed Income at Massachusetts Financial Services Co.
Profile
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.
Jake Stone active positions
| Companies | Position | Start |
|---|---|---|
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). | Analyst-Fixed Income | 2017-12-31 |
Training of Jake Stone
| Rochester Christian University | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
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 |
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