Michael W. Roberge, CFA, is chief executive officer and chief investment officer of MFS Investment Management® (MFS®). He has worldwide oversight of the company's investment management and research divisions and sets investment and general business strategy for the firm. He also is a member of the MFS Board of Directors. Michael became CEO in January 2017 and was named CIO in 2010. He previously held the role of president of MFS from 2010 through 2017 and also held the role of co-CEO from 2015 through 2016.
In 2006 he was appointed chief investment officer -- US Investments and co-director of Global Research. Before that, he was senior vice president and associate director of Fixed Income Research and served as portfolio manager for several MFS fixed income funds. He joined the firm in 1996 as a credit analyst in the municipal fixed income group. Before joining MFS, Michael was a municipal credit analyst and portfolio manager for the Colonial Group from 1995 to 1996 and a credit analyst with Moody's Investors Service from 1991 to 1994.
He received a Bachelor of Science degree in 1990 from Bemidji State (Minn.) University and was awarded an MBA degree from Hofstra University in 1992. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
Hofstra University, Master of Business Administration, with distinction; Bemidji State University, Bachelor of Science, summa cum laude
MFS Board of Directors, MFS Management Committee, MFS Investment Management Committee, MFS Risk and Compliance Committee, MFS Global Equity Management Team, MFS Global Fixed Income Management Team