William J. Adams

Co-CIO Fixed Income

  • 29

    YEARS WITH INDUSTRY

  • 23

    YEARS WITH MFS

BACKGROUND

Overview

Overview

William J. Adams, CFA, is co-chief investment officer - Fixed Income at MFS Investment Management® (MFS®). He has joint responsibility for the global team of fixed income portfolio managers and fixed income research analysts. Bill is also a member of the MFS Global Fixed Income Management team and serves on the portfolio management team of the firm's Managed Wealth strategy. Bill joined MFS as a corporate credit analyst in 1997 and was named portfolio manager in 2000. He left MFS in 2005 and rejoined the firm in 2009 as director of High Yield Research. The following year, he was appointed director of Credit Research. In 2011, he was named high-yield portfolio manager and was appointed director of Fixed Income, with oversight of MFS' team of fixed income research analysts. He was named CIO of Fixed Income in 2015 and became co-CIO in 2023. During his tenure at MFS, Bill has covered a number of sectors, including industrials, media, cable, telecommunications, retail and consumer products. As a portfolio manager, he has invested across a variety of investment-grade and high-yield corporate bond securities. Prior to joining the firm, Bill was a credit/securities analyst at Conseco Capital Management from 1994 to 1997, where his responsibilities included investment-grade and high-yield credit, as well as equity coverage. From 1991 to 1994, he served as a lending officer at Mellon Bank. Bill received a BA in 1988 from LaSalle University. In 1990, he was awarded an MA from Indiana University, where he also received an MBA in 1991. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a member of the Boston Security Analysts Society.

Education

Bachelor of Arts, La Salle University; M.B.A, Indiana University

Board Membership

Board Membership

MFS Global Fixed Income Management Team, MFS Investment Management Committee

Email Leadership@mfs.com
Address BOSTON
Phone 1-800-637-8255
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