Jake Layton
Portfolio Manager-Equities at LMCG Investments LLC
Profile
Mr. John R.
Layton, CFA, is a Portfolio Manager at LMCG Investments LLC.
He is with the Private Client Group.
He is a Chartered Investment Counselor and a member of the Boston Securities Analyst Society and the Boston Estate Planning Council.
He is also President of the Board of Boston Biomedical Research Institute and a member of the Corporation of Hale Reservation.
Prior to joining LMCG in January 2003, Mr. Layton had ten years with the private client arm of the former Scudder, Stevens & Clark.
As a Managing Director at Scudder, he was directly responsible for investing clients’ taxable and tax-exempt accounts.
He also led the stock selection effort as co-Chair of the Equity Strategy Group.
Previously, he spent six years at Fiduciary Trust Company, where he was a vice-president and trust officer, and a member of that firm’s Investment Committee.
He also has experience in charitable gift arrangements, having been Director of Planned Giving at Milton Academy.
Mr. Layton received an AB from Kenyon College in English and an MA in Education from the University of Michigan.
He is a CFA holder.
Jake Layton active positions
| Companies | Position | Start |
|---|---|---|
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Portfolio Manager-Equities | 2002-12-31 |
Former positions of Jake Layton
| Companies | Position | End |
|---|---|---|
| Scudder Stevens & Clark Inc | Portfolio Manager-Equities | 2002-12-30 |
UBS Fiduciary Trust Co.
 UBS Fiduciary Trust Co. Investment ManagersFinance UBS Fiduciary Trust Company is the trust arm of UBS Americas, Inc. Based in Weehawken, New Jersey, the firm manages trust portfolios and acts as an ERISA fiduciary in the selection and monitoring of the investment advisers providing services to the collective trust portfolios. | Investment Committee Member | 1991-12-30 |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Corporate Officer/Principal | - |
Training of Jake Layton
| Kenyon College | Undergraduate Degree |
| University of Michigan | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
| Scudder Stevens & Clark Inc | Finance |
UBS Fiduciary Trust Co.
UBS Fiduciary Trust Co. Investment ManagersFinance UBS Fiduciary Trust Company is the trust arm of UBS Americas, Inc. Based in Weehawken, New Jersey, the firm manages trust portfolios and acts as an ERISA fiduciary in the selection and monitoring of the investment advisers providing services to the collective trust portfolios. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
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