David Cole
Portfolio Manager-Fixed Income at Massachusetts Financial Services Co.
Profile
Mr. David P.
Cole, CFA MBA, is an Investment Officer at Massachusetts Financial Services Co. He is also a co-portfolio manager of the firm's high-yield portfolios.
He has over 30 years of experience in the investment management industry.
Mr. Cole joined the firm in 2004 after working for five years as a High-Yield Analyst for Franklin Templeton Investments.
Before that, he served as a financial economist/Treasury market analyst for Thomson Financial Services and an economist for Standard and Poor's.
He has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley.
He also holds the Chartered Financial Analyst designation.
David Cole active positions
Companies | Position | Start |
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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 | 31/12/2003 |
Former positions of David Cole
Companies | Position | End |
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Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Analyst-Fixed Income | 30/12/2003 |
Thomson Financial Services LLC
Thomson Financial Services LLC Life/Health InsuranceFinance Thomson Financial Services LLC offers insurance services. The firm assists employees on claim issues and educate on benefits of policies. It offers medical, dental, life, disability, and long term insurance services. The company is headquartered in Southington, CT. | Corporate Officer/Principal | 30/12/1998 |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of David Cole
Cornell University | Undergraduate Degree |
University of California | 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 |
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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 |
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Finance |
Thomson Financial Services LLC
Thomson Financial Services LLC Life/Health InsuranceFinance Thomson Financial Services LLC offers insurance services. The firm assists employees on claim issues and educate on benefits of policies. It offers medical, dental, life, disability, and long term insurance services. The company is headquartered in Southington, CT. | Finance |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Finance |
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