Jonathan McGee (Past Speaker)

Jonathan McGee, CFA, CIPM, is vice president, global head of the Investment Analytics & Delivery team for Manulife Investment Management, leading staff located in Boston, Toronto, Hong Kong, Montreal, London and Manila. In this role, he is responsible for the global analytics and reporting organization that supports portfolio and strategy-level investment data presented across the Manulife Investment Management enterprise and for ensuring results are fully compliant with the Global Investment Performance Standards (GIPS). Specific functions overseen are performance measurement, analytics, attribution, quantitative development, internal/client reporting, and service management.

Jon previously spent five years as the senior vice president and head of performance analysis and client reporting at Putnam Investments, where he was co-chair of the company’s GIPS committee. Additional responsibilities included data governance and management, along with driving strategic initiatives related to business intelligence and advanced analytics. Prior to that, Jon worked at State Street, establishing the company’s center of excellence for the outsourcing of performance and analytics services. Earlier in his career, Jon worked at Investors Bank & Trust, where he oversaw the firm’s centralized performance measurement group.

Jon is a CFA charterholder and holds a Certificate in Investment Performance Measurement (CIPM). He is a former member of the United States Investment Performance Committee and current member of the Boston Security Analysts Society.

Education: University of Massachusetts at Amherst, BSc, 1997; University of California, Berkeley, Haas School of Business, Executive Education program in Leading Innovative Change, 2013; MIT Sloan School of Management, Executive Education program in Organizational Leadership, 2015.

Joined Company: 2016