Jonathan George White
Director of Research - Equity at Wellington Management Co. LLP
Profile
Mr. Jonathan G.
White, CFA MBA, is a Managing Director & Director of Research Portfolios at Wellington Management Co. LLP.
He is responsible for broad oversight of the firm’s suite of diversified and sector analyst-managed investment approaches, including risk management and implementation, and acts as a representative for these products with clients and prospects.
Prior to his current position at Wellington Management, Mr. White was manager of equity portfolio coordination.
Before joining the firm in 1999, he spent several years at Putnam Investments, serving as portfolio coordinator for the Emerging Markets Equity Department, manager for Pricing Operations, and supervisor, senior fund accountant, and fund accountant for Mutual Fund Accounting Operations (1994 – 1999).
He received his MBA, magna cum laude, from Babson College (Olin, 2002) and his BBA in finance, cum laude, from the University of Massachusetts (1994).
Additionally, he holds the Chartered Financial Analyst designation.
Jonathan George White active positions
Companies | Position | Start |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Director of Research - Equity | 31/12/1998 |
Former positions of Jonathan George White
Companies | Position | End |
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Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31/12/1998 |
Training of Jonathan George White
Babson College | Masters Business Admin |
University of Massachusetts | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
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