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 |
|---|---|---|
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. | Director of Research - Equity | 01/01/1999 |
Former positions of Jonathan George White
| Companies | Position | End |
|---|---|---|
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 01/01/1999 |
Training of Jonathan George White
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Jonathan George White
















