Profile
Mr. Jones entered the investment business in 1967, and was affiliated with four other organizations, most recently Keystone Investment Management Corporation, prior to joining Trillium Asset Management in 1992.
He has served as Chairman of the Standards and Policy Subcommittee of the Association for Investment Management and Research, and is now a member of the Standards of Practice Council.
Mr. Jones is a past president of the Security Analysts Society of San Francisco, and currently serves on the Board of Directors of the Boston Securities Analysts Society.
Mr. Jones is a Chartered Financial Analyst charterholder.
Former positions of Samuel B. Jones
| Companies | Position | End |
|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Analyst-Equity | 2009-01-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
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