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Jake Layton

Jake Layton

Managing Partner and Portfolio Manager at LMCG Investments, LLC

Boston, MA , United States

About

Jake Layton is the Managing Partner and Portfolio Manager at LMCG Investments, LLC in Boston, MA, where he oversees portfolio management and investment strategy development for the firm’s institutional and private clients. His primary focus is on equity portfolios, with extensive experience managing complex mandates for high-net-worth individuals, foundations, and endowments, as part of the Private Client Group at LMCG Investments.

With a career in investment management spanning several decades, Layton has served as Managing Director and Portfolio Manager at LMCG Investments since 2003, advancing to his current role in 2022. Prior to LMCG, he held senior positions at Scudder, Stevens & Clark, where he co-led the equity strategy group, and at Fiduciary Trust Company, where he was a Vice President and Investment Committee member, focusing on both taxable and tax-exempt accounts.

He holds a CFA designation and is an active member of the Boston investment community, including memberships in the Boston Securities Analyst Society and Boston Estate Planning Council. Layton’s educational background includes an A.B. in English Literature from Kenyon College and an M.A. in Education from the University of Michigan, underscoring his commitment to both analytical rigor and client education.

Career History

OrganizationRoleDate RangeDetails
LMCG Investments, LLCManaging Partner and Portfolio ManagerMar 2022 to Present
WalkerChair, Board of DirectorsFeb 2017 to Present
LMCG Investments, LLCManaging Director and Portfolio ManagerJan 2003 to Jul 2022
Boston Biomedical Research InstitutePresident, Board of TrusteesNov 2002 to Sep 2015
Scudder, Stevens & Clark/ Zurich Scudder/ Deutche Investment Management AmericasManaging DirectorSep 1994 to Nov 2002
Portfolio management responsibility for wealthy individuals and families; member (1 of 5) of Investment Committee responsible for overall investment process for Scudder Private Investment Counsel nati...
Fiduciary Trust CompanyVice President and Trust OfficerJan 1988 to Jan 1994
Portfolio management and client service responsibility for individuals and trusts; also, member of Investment Committee.
Milton AcademyDirector of Planned GivingJan 1985 to Jan 1988
Helping donors achieve their financial objectives through philanthropy.

Education

University of Michigan

M.A., Education

1980 1984

Kenyon College

A.B., English Literature

1973 1977

The Haverford School

1971 1973

Skills & Expertise

Investments
Portfolio Management
Investment Management
Fixed Income
Securities
Equities
Investment Advisory
Risk Management
Asset Allocation
Asset Managment
Wealth Management
Trading
Financial Modeling
Mutual Funds
Equity Research
Investment Strategies
Financial Analysis
Estate Planning
Alternative Investments
Financial Planning
Bloomberg
Education
Financial Services
Training

Others at LMCG Investments, LLC (8)

NameRoleLocation
Ajit Kumar
Ajit Kumar
Portfolio ManagerNew York, NY , United States
Andreas Eckner
Andreas Eckner
Portfolio Manager, PartnerUnited States
Andrew Morey
Andrew Morey
Portfolio Manager - Head of Small Cap GrowthBoston, MA , United States
Christopher Premock
Christopher Premock
Managing PartnerBoston, MA , United States
Nan-Marie Jaeger
Nan-Marie Jaeger
Partner, Portfolio ManagerBoston, MA , United States
Arushi Srivastava
Arushi Srivastava
Trading AnalystNew York, NY , United States
Jim Gribbell
Jim Gribbell
PartnerBoston, MA , United States
Scott Gillespie
Scott Gillespie
Portfolio Manager and AdvisorBoston, MA , United States