Jason Kosty
Portfolio Manager-Fixed Income at Massachusetts Financial Services Co.
Profile
Mr. Jason R.
Kosty is a Fixed Income Portfolio Manager at Massachusetts Financial Services Co. He is a member of the firm's municipal bond portfolio management team.
In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management for the firm's municipal bond portfolios.
He also participates in the research process and strategy discussions.
He joined the firm in 2003 as a municipal bond research analyst and took on portfolio management responsibilities in 2014.
He has over 28 years of industry experience.
Previously, he worked as a research associate and municipal bond analyst for Columbia Management Group.
He earned a bachelor's degree from the University of Massachusetts and a Master of Business Administration degree from Duke University.
He is a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum.
Jason Kosty 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). | Portfolio Manager-Fixed Income | 01/01/2014 |
Training of Jason Kosty
| University of Massachusetts | Undergraduate Degree |
| Duke University | Masters Business Admin |
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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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