Shawnee Ann Sax
Portfolio Manager-Equities at H. M. Payson & Co.
Profile
Ms. Shawnee A.
Sax is a Portfolio Manager at H.
M.
Payson & Co. She has over 30 years of experience.
She Joined the firm in 1996.
She was employed by KeyBank, NA (Portland, Maine), by Merrill Lynch Canada, Inc., and Richardson Greenshields of Canada Ltd.
Ms. Sax received her Bachelor of Commerce degree from Dalhousie University and an MBA from Husson University.
Shawnee Ann Sax active positions
| Companies | Position | Start |
|---|---|---|
H. M. Payson & Co.
 H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Portfolio Manager-Equities | 01/01/1996 |
Former positions of Shawnee Ann Sax
| Companies | Position | End |
|---|---|---|
| Richardson Greenshields of Canada Ltd. | Corporate Officer/Principal | - |
| KeyBank, NA (Portland, Maine) | Corporate Officer/Principal | - |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Corporate Officer/Principal | - |
Training of Shawnee Ann Sax
| Dalhousie University | Undergraduate Degree |
| Husson University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Finance |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
| Richardson Greenshields of Canada Ltd. | Finance |
| KeyBank, NA (Portland, Maine) | Finance |
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