Jordan Bertier

Finance

Consumer Services

Profile

Jordan Bertier worked as an Equity Research Analyst at Massachusetts Financial Services Co. from 2017 to 2023.
Prior to that, he held a former job at the same company.
Mr. Bertier received an undergraduate degree from Western New England University.

Former positions of Jordan Bertier

Companies	Position	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).	Analyst-Equity	01/02/2023

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Training of Jordan Bertier

Western New England University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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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