Jake Layton
Managing Partner and Portfolio Manager at LMCG Investments, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMCG Investments, LLC | Managing Partner and Portfolio Manager | Mar 2022 to Present | — |
| Walker | Chair, Board of Directors | Feb 2017 to Present | — |
| LMCG Investments, LLC | Managing Director and Portfolio Manager | Jan 2003 to Jul 2022 | — |
| Boston Biomedical Research Institute | President, Board of Trustees | Nov 2002 to Sep 2015 | — |
| Scudder, Stevens & Clark/ Zurich Scudder/ Deutche Investment Management Americas | Managing Director | Sep 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 Company | Vice President and Trust Officer | Jan 1988 to Jan 1994 | Portfolio management and client service responsibility for individuals and trusts; also, member of Investment Committee. |
| Milton Academy | Director of Planned Giving | Jan 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
Others at LMCG Investments, LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager, Partner | United States | |
| Portfolio Manager - Head of Small Cap Growth | Boston, MA , United States | |
| Managing Partner | Boston, MA , United States | |
| Partner, Portfolio Manager | Boston, MA , United States | |
| Trading Analyst | New York, NY , United States | |
| Partner | Boston, MA , United States | |
| Portfolio Manager and Advisor | Boston, MA , United States |