Profil
Mr. Joshua D.
Bennett, CFA MBA, is a Chief Operating Officer & Senior Portfolio Manager at Weatherbie Capital LLC.
He also has research responsibilities in the consumer, industrials, technology and diversified business services areas.
Josh joined Weatherbie Capital in July 2007 and has over 23 years of investment experience.
Prior to joining Weatherbie, he was an Equity Research Analyst at MFS Investment Management in Boston where he focused on the Aerospace/Defense and Transportation sectors.
Josh also has previous experience with Fidelity Investments as a High Yield Research Associate.
He received his M.B.A.
from the Tuck School of Business at Dartmouth (Edward Tuck Scholar with Distinction) and he earned a B.A.
in Economics.
Aktive Positionen von Josh Bennett
Unternehmen | Position | Beginn |
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Weatherbie Capital LLC
Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Geschäftsführer | 01.01.2021 |
Ehemalige bekannte Positionen von Josh Bennett
Unternehmen | Position | Ende |
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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). | Analyst-Equity | 01.06.2007 |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Ausbildung von Josh Bennett
Wheaton College (Illinois) | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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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 |
Weatherbie Capital LLC
Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |