Top Six Things We Learned From Jay Feeney Of Boston Partners

The Glassman Wealth Services team, along with several clients, recently met with Jay Feeney, CEO and Chief Investment Officer of Boston Partners. We always learn something new when we meet with Jay, and we've put this summary page together to share with those clients who could not join us, as well as recap for those in attendance.

Before diving into the main highlights from our conversation, first a few updates from Glassman Wealth:

  • In the past several months, we’ve added two new team members, Associate Client Advisor David Levitt and Client Services & Operations Manager Zachary Rampold. Feel free to click on their bios to get to know them better.
  • We now have an office and meeting space available at Pike & Rose in North Bethesda.
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Barry sent this to clients who own the fund earlier this year (8 min.)

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Joseph F. Feeney, Jr., CFA

Co-Chief Executive Officer & Chief Investment Officer

Mr. Feeney is responsible for the firm’s strategic, financial and operating decisions along with Mark Donovan. He directs all aspects of investment management including the firm’s fundamental and quantitative research groups. He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was Director of Research. He joined Boston Partners upon its inception in 1995 from Putnam Investments, where he managed mortgage-backed securities portfolios. Mr. Feeney began his career working as a loan officer at the Bank of Boston where he specialized in highly leveraged loan portfolios. He holds a B.S. degree in finance (Summa Cum Laude, Phi Beta Kappa) from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago. He holds the Chartered Financial Analyst designation and is past President of the Fixed Income Management Society of Boston. He has thirty-two years of investment experience.

Boston Partners Long/Short Research Fund Fact Sheet

(As of May 31st, 2018)