Jeff Timlin

Investment Committee Member at Sage Advisory Services Ltd. Co.

Finance

Consumer Services

Profile

Mr. Jeffery S.
Timlin, CFA, is a Principal & Managing Director at Sage Advisory Services Ltd.
Co. He is a a member of the Investment Committee.
He serves as a Portfolio Manager for the tax-exempt fixed income strategies.
He began his career in 1997 as a Fixed Income Associate Trader with MFS Investment Management in Boston.
He was also a former Client Account Manager with Brown Brothers Harriman & Co. in Boston.
He received his B.S.
in Business Administration from Villanova University, is a Chartered Financial Analyst and member of the CFA Institute, and is a Chartered Market Technician.
He is also a member of the Market Technicians Association, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.

Jeff Timlin active positions

Companies	Position	Start
Sage Advisory Services Ltd. Co. Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients.	Investment Committee Member	31/12/2002

All active positions of Jeff Timlin

Former positions of Jeff Timlin

Companies	Position	End
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.	Corporate Officer/Principal	-
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).	Trading-Fixed Income	-

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Training of Jeff Timlin

Villanova University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
Sage Advisory Services Ltd. Co. Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients.	Finance
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
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.	Finance

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