![Jeffrey J. St. Mary](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffrey J. St. Mary
Corporate Officer/Principal chez
The Boston Security Analysts Society, Inc.
Profil
Jeffrey J.
St. Mary currently works at The Boston Security Analysts Society, Inc., as Member.
Mr. St. Mary also formerly worked at Fortis Investment Management USA, Inc., as Portfolio Manager from 1994 to 2006, Lehman Brothers Asset Management LLC, as Vice President from 2003 to 2007, and Prio Wealth LP, as Managing Partner & Wealth Advisor from 2007 to 2025.
Mr. St. Mary received his undergraduate degree in 1991 from The State University of New York.
Postes actifs de Jeffrey J. St. Mary
| Sociétés | Poste | Début |
|---|---|---|
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | 02/06/2011 |
Anciens postes connus de Jeffrey J. St. Mary
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Gestionnaire de Portefeuille-Actions | 09/01/2025 |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Corporate Officer/Principal | 01/11/2007 |
Fortis Investment Management USA, Inc.
 Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Corporate Officer/Principal | 01/03/2006 |
Formation de Jeffrey J. St. Mary
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
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