Jay C. Willadsen
Portfolio Manager-Equities at Leeward Investments LLC
Profile
Mr. Jay C.
Willadsen, CFA MBA, is a Portfolio Manager at Leeward Investments LLC.
Mr. Willadsen previously spent 19 years at LMCG Investments, LLC, joining the Value team there in March 2003 as a research analyst.
He became the co-Portfolio Manager on the Mid Cap Value portfolio in October 2014 and co-PM on the Small Cap Value strategy in 2022.
Prior to joining LMCG, he served as a Senior Vice President for Independence Investment, LLC, an institutional asset manager located in Boston.
Previously, he researched equity stocks for the Indiana University Foundation.
Mr. Willadsen holds a BA from Buena Vista University and an MBA from Indiana University.
He is a CFA charterholder, a member of the CFA Institute and the Boston Bank Analyst Society.
Jay C. Willadsen active positions
| Companies | Position | Start |
|---|---|---|
Leeward Investments LLC
 Leeward Investments LLC Investment ManagersFinance Leeward Investments LLC (Leeward) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Leeward provides investment advice to taxable, non-taxable, foreign and domestic clients. Such clients include individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, ERISA plans, Taft Hartley plans, charitable institutions, foundations, endowments, public employee retirement systems, registered mutual funds, and other US and international institutions. | Portfolio Manager-Equities | 28/02/2022 |
Former positions of Jay C. Willadsen
| Companies | Position | End |
|---|---|---|
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Analyst-Equity | 30/09/2014 |
Independence Investments LLC
 Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Analyst-Equity | 27/02/2003 |
Indiana University Foundation, Inc.
 Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN. | Corporate Officer/Principal | - |
Training of Jay C. Willadsen
| Buena Vista University | Undergraduate Degree |
| Indiana 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 |
|---|---|
Independence Investments LLC
Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Leeward Investments LLC
Leeward Investments LLC Investment ManagersFinance Leeward Investments LLC (Leeward) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Leeward provides investment advice to taxable, non-taxable, foreign and domestic clients. Such clients include individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, ERISA plans, Taft Hartley plans, charitable institutions, foundations, endowments, public employee retirement systems, registered mutual funds, and other US and international institutions. | Finance |
Indiana University Foundation, Inc.
Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN. | Miscellaneous |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
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