Johnny Sze

Johnny Sze, CFA has over 15 years of work experience. Johnny is currently a Senior Research Analyst at Loomis, Sayles & Company, a position they started in October 2018. Prior to this, they worked as a Research Analyst at Manulife Investment Management from July 2009 to October 2018. Before that, Johnny was an Economic Research Analyst at Hancock Natural Resource Group from January 2009 to June 2009. Johnny also had a role as US Corporate Real Estate at John Hancock from July 2008 to December 2008. Johnny began their career at UBS Investment Bank, where they worked as an Equities Research Analyst for Iberian Small and Mid Caps from February 2007 to August 2007. Before entering the finance industry, they had brief stints at Foxconn as a Line Manager in June 2006 and at Deloitte as part of their Audit and Financial Services team from January 2006 to May 2006.

Johnny Sze, CFA, has a strong educational background in finance and business. Johnny obtained a Master of Science (MS) degree in Finance from Boston College, and they are currently pursuing a Master of Business Administration (MBA) degree from the same institution, expected to be completed in 2023. Prior to their graduate studies, Johnny attended Northeastern University from 2003 to 2008, where they earned a degree in International Business with a focus on Accounting, Finance, and Spanish. Johnny also spent a year studying Economics at Universidad Pontificia Comillas in 2006-2007.

In terms of their secondary education, Johnny completed the International Baccalaureate program, which encompassed their high school education at George Washington High School. Johnny graduated with an International Baccalaureate Diploma as well as a High School Diploma.

In addition to their formal education, Johnny has also obtained certifications to further enhance their professional credentials. Johnny earned a Certificate in ESG Investing from CFA UK in October 2021. Furthermore, they have obtained the prestigious Chartered Financial Analyst (CFA) designation, although the specific details regarding when and where they obtained this certification are not provided.