Jason Kosty

Portfolio Manager-Fixed Income at

Massachusetts Financial Services Co.

Consumer Services

Finance

Profile

Mr. Jason R.
Kosty is a Fixed Income Portfolio Manager at Massachusetts Financial Services Co. He is a member of the firm's municipal bond portfolio management team.
In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management for the firm's municipal bond portfolios.
He also participates in the research process and strategy discussions.
He joined the firm in 2003 as a municipal bond research analyst and took on portfolio management responsibilities in 2014.
He has over 30 years of industry experience.
Previously, he worked as a research associate and municipal bond analyst for Columbia Management Group.
He earned a bachelor's degree from the University of Massachusetts and a Master of Business Administration degree from Duke University.
He is a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum.

Jason Kosty active positions

Companies	Position	Start
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Portfolio Manager-Fixed Income	01/01/2014

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Private companies	3
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Finance
Duke University Duke University 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

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