Jason B. Polun
Director of Research - Equity at T. Rowe Price Associates, Inc. (Investment Management)
Profile
Mr. Jason B.
Polun, CFA MBA, is a Co-Portfolio Manager at T.
Rowe Price Associates, Inc. He is a Director of Equity Research for North America, chair of the Equity Research Advisory Committee, and a member of the Equity Steering Committee.
In addition, he is a Co-Portfolio Manager, co-chairman of the Investment Advisory Committee, and a member of the portfolio oversight team.
Previously, Mr. Polun was a Research Analyst following money center banks and specialty finance companies and a member of the Investment Advisory Committee.
He is a Vice President of T.
Rowe Price Group, Inc. Mr. Polun has over 22 years of investment experience, over 17 of which have been with T.
Rowe Price.
Before rejoining the firm in 2007, Mr. Polun was an Equity Analyst at Wellington Management Company, where he covered aerospace and defense, energy, packaged food, restaurant, and chemical companies.
Mr. Polun earned a Bachelor of Science in Business and Finance from Mount St. Mary's College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar.
He has also earned the Chartered Financial Analyst designation.
Jason B. Polun active positions
Companies | Position | Start |
---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Director of Research - Equity | 2007-01-31 |
Former positions of Jason B. Polun
Companies | Position | End |
---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 2007-01-30 |
Training of Jason B. Polun
University of Pennsylvania | Masters Business Admin |
St. Mary's College (Indiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
- Stock Market
- Insiders
- Jason B. Polun