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About
John Bogle, CFA, is a Senior Research Analyst and the TMT (Technology, Media, and Telecommunications) Sector Head at Parnassus Investments, LLC based in San Francisco. In this role, he leads research and investment analysis focused on identifying high-quality companies, with a particular emphasis on the TMT sector, overseeing stock selection and sector outlooks in one of the firm's key growth areas. He contributes to proprietary sector research, including thought leadership on technology-driven disruption and the impact of artificial intelligence across a diverse set of industries such as communications, information technology, and industrials.
John joined Parnassus Investments full-time in 2022 after completing a prior internship with the firm, and has previously held positions at MFS Investment Management, where he gained further experience in mutual fund analysis and portfolio assessment. His investment expertise includes deep sector knowledge of technology, media, telecom, as well as experience with communications services, industrials, and materials, reflecting a broad multi-sector approach with a strong analytical foundation.
He holds an MBA from The Wharton School and a bachelor's degree in economics from Princeton University, with additional certificates in computer science and finance. As a CFA charterholder, John has been recognized for his analytical rigor and forward-looking perspective on investment trends, helping Parnassus assess both the risks and transformative opportunities of technology adoption, ESG integration, and capital allocation strategies in public equities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Senior Research Analyst | Sep 2022 to Present | TMT - Software; Internet; Digital Advertising; Media & Entertainment; Cable |
| The Wharton School | MBA Candidate | Aug 2020 to May 2022 | — |
| Parnassus Investments | Senior Research Analyst Intern | Jun 2021 to Aug 2021 | Internet Retail; Food & Beverage |
| MFS Investment Management | Quantitative Equity Research Associate | Aug 2016 to Jul 2020 | — |
Education
The Wharton School
Master of Business Administration - MBA
2020 — 2022
Princeton University
Bachelor's Degree, Economics; Certificates (Minors) in Computer Science and Finance
2012 — 2016
The Roxbury Latin School
High School
2008 — 2012
Others at Parnassus Investments, LLC (21)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Oakland, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
| Senior Research Analyst | Campbell, CA , United States | |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |
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