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Jason B. Polun
Director of Research - Equity at
T. Rowe Price Associates, Inc. (IM)
Profile
Mr. Jason B. Polun, CFA MBA, is a Co-Portfolio Manager at T.
Rowe Price Associates, Inc. He is a Director of Equity Research for North America, chair of the Equity Research Advisory Committee, and a member of the Equity Steering Committee.
In addition, he is a Co-Portfolio Manager, co-chairman of the Investment Advisory Committee, and a member of the portfolio oversight team.
Previously, Mr. Polun was a Research Analyst following money center banks and specialty finance companies and a member of the Investment Advisory Committee.
He is a Vice President of T.
Rowe Price Group, Inc. He has over 26 years of investment experience, over 22 of which have been with T.
Rowe Price.
Before rejoining the firm in 2007, Mr. Polun was an Equity Analyst at Wellington Management Company, where he covered aerospace and defense, energy, packaged food, restaurant, and chemical companies.
He earned a Bachelor of Science in Business and Finance from Mount St. Mary's College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar.
He has also earned the Chartered Financial Analyst designation.
Jason B. Polun active positions
| Companies | Position | Start |
|---|---|---|
T. Rowe Price Associates, Inc. (IM)
 T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Director of Research - Equity | 31/01/2007 |
Former positions of Jason B. Polun
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Analyst-Equity | 30/01/2007 |
Training of Jason B. Polun
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
55
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Mary's College (Indiana)
 St. Mary's College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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