Jed Stocks
Analyst-Equity chez Massachusetts Financial Services Co.
Profil
Mr. John E.
Stocks, CFA, is an Equity Portfolio Manager at Massachusetts Financial Services Co. He is a member of the portfolio management team responsible for the firm's Blended research, low volatility and other quantitatively managed equity strategies.
In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.
He also participates in the quantitative research process and strategy discussions.
He has over 25 years of industry experience.
He began his career in the financial services industry as a teleservices representative for MFS beginning in 1999 and later re-joined MFS in 2001 as a quantitative research associate.
In between, John worked as a client services specialist and order desk specialist at Patagon.com Securities.
He earned a bachelor's degree from Lehigh University.
He is a member of the Boston Security Analysts Society, Inc. and is a CFA charter holder.
Postes actifs de Jed Stocks
| Sociétés | Poste | Début |
|---|---|---|
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-Equity | 01/01/2001 |
Formation de Jed Stocks
| Lehigh University | Undergraduate Degree |
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| Entreprise privées | 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 |