Joseph C. Flaherty

Joseph C. Flaherty

Chief Investment Risk Officer, Director of Quantitative Solutions, Portfolio Manager

  • 33

    YEARS WITH INDUSTRY

  • 25

    YEARS WITH MFS

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BACKGROUND

Overview

Overview

Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS Quantitative Solutions group and is chairman of the Investment Management Committee. He also is a member of the MFS Global Equity Management team and the MFS Global Fixed Income Management team. Joe is a portfolio manager of the firm's asset allocation and target date portfolios.

Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996 followed by portfolio manager in 1999. He became chief investment risk officer and director of the Quantitative Solutions team in 2005.

He earned a Bachelor of Science degree in mechanical engineering from Tufts University and an MBA from Bentley University.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Education

Education

Bentley University, Master of Business Administration, Beta Gamma Sigma, high distinction; Tufts University, Bachelor of Science, Tau Beta Pi, magna cum laude

Board Membership

Board Membership

MFS Investment Management Committee, MFS Global Equity Management Team, MFS Global Fixed Income Management Team

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