Jonathan Sage
Portfolio Manager-Equities at Massachusetts Financial Services Co.
Jonathan Sage active positions
| Companies | Position | Start | End |
|---|---|---|---|
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). | Portfolio Manager-Equities | 2004-12-31 | - |
| Analyst-Equity | 1999-12-31 | 2004-12-31 |
Career history of Jonathan Sage
Former positions of Jonathan Sage
| Companies | Position | Start | End |
|---|---|---|---|
Santander Global Advisors, Inc.
 Santander Global Advisors, Inc. Investment ManagersFinance Santander Global Advisors, Inc. provides asset management services. | Corporate Officer/Principal | 1997-12-31 | 1999-12-30 |
First Data Investor Services Group
 First Data Investor Services Group Investment Banks/BrokersFinance Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million. | Corporate Officer/Principal | 1997-12-30 | 1997-12-30 |
Training of Jonathan Sage
| Tufts University | Undergraduate Degree |
| Boston College | Graduate Degree |
Statistics
International
| United States | 5 |
| Spain | 2 |
Operational
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
Santander Global Advisors, Inc.
Santander Global Advisors, Inc. Investment ManagersFinance Santander Global Advisors, Inc. provides asset management services. | Finance |
First Data Investor Services Group
First Data Investor Services Group Investment Banks/BrokersFinance Part of The PNC Financial Services Group, Inc., First Data Investor Services Group is an American company that provides processing services, mutual funds, and retirement plans. The company is based in NJ. First Data Investor Services Group was acquired by PNC Bank Corp. from First Data Corp. on December 02, 1999 for $1,100 million. | Finance |
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