Quantitative Team

MFS Blended Research is an approach to active equity management that combines our fundamental research expertise with highly systematic quantitative research. It is geared toward investors seeking investment outcomes to address certain needs.

  • Benjamin

    Benjamin R. Nastou

    Portfolio Manager

    16
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies.

    Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010.

    Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute.

    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.

  • James

    James C. Fallon

    Portfolio Manager

    19
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS

    James C. Fallon is an investment officer and a portfolio manager at MFS Investment Management® (MFS®). James manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. As a portfolio manager, James is responsible for final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. He is based in MFS' Boston office.

    James joined MFS in 1999 as a securities lending administrator. He was promoted to equity research associate in 2000, and was named equity quantitative research analyst in 2001. He assumed his current role in 2007. Prior to joining MFS, James served as mutual fund custody accountant for Investors Bank & Trust.

    James earned a bachelor's degree from the University of New Hampshire and a MBA from Boston University. James is a member of the CFA Institute and the Boston Security Analysts Society.

    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.

  • Jed

    Jed Stocks

    Portfolio Manager, Quantitative Risk Management

    19
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS

    Jed Stocks, CFA, is an investment officer and a portfolio manager at MFS Investment Management® (MFS®). He is a member of the Quantitative Solutions team.

    As a portfolio manager, Jed is responsible for final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. He is based in MFS' Boston office.

    Jed began his career in the financial services industry as a teleservices representative for MFS in 1999 and later re-joined MFS in 2001 as a quantitative research associate. He was named a quantitative research analyst in 2005, a position he held for ten years before being named portfolio manager in 2015.

    John earned a bachelor's degree from Lehigh University. He is a CFA charter holder and is a member of the CFA Society of Boston.

    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.

  • Jonathan

    Jonathan W. Sage

    Portfolio Manager

    22
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS

    Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management® (MFS®). He manages blended research equity strategies used by the firm's mutual funds and institutional accounts.

    Jonathan joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005.

    Jonathan earned a bachelor's degree from Tufts University and Master of Business Administration and Master of Finance degrees from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.

    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.

  • Joseph

    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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    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.

  • Mark

    Mark C. Citro

    Quantitative Research Analyst

    13
    YEARS WITH INDUSTRY
    13
    YEARS WITH MFS

    Mark Citro is a quantitative research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for conducting research and analysis associated with alpha generation, risk management and asset allocation. He works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process.

    Mark began his career in the financial services industry in 2005, when he joined MFS as a client service representative. He served as a quantitative research associate from 2007 through 2014 before taking on his current role.

    Mark earned a Bachelor of Arts degree in economics and history from Providence College.

  • Matthew

    Matthew W. Krummell

    Portfolio Manager

    25
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Matthew W. Krummell, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). As a portfolio manager, Matt is responsible for final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. He is based in MFS' Boston office.

    He joined MFS in 2001 as a quantitative equity research analyst. He has managed client assets at MFS since 2001. Prior to joining MFS, Matthew served as an analyst at Pioneer Investments and assistant vice president at Putnam Investments, where he was responsible for developing quantitative equity models. Before that, he was an associate at Mellon Capital Management.

    Matthew earned a bachelor's degree from the University of California and a Master of Business Administration degree from the University of Chicago. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

    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.

  • Michael

    Michael A. Tata

    Quantitative Research Analyst, Quantitative Risk Management

    14
    YEARS WITH INDUSTRY
    14
    YEARS WITH MFS

    Michael A. Tata, CFA, is an investment officer and quantitative research analyst at MFS Investment Management® (MFS®). He is responsible for conducting research and analysis associated with alpha generation, risk management and asset allocation. He works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process.

    Michael joined MFS in 2003 as a teleservices representative before being named as a quantitative fixed income research associate in 2005. He began his career in the financial services industry in 2003.

    Michael earned a Bachelor of Science degree from Boston College. He is a member of the Boston Security Analysts Society and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

  • Natalie

    Natalie I. Shapiro

    Portfolio Manager

    24
    YEARS WITH INDUSTRY
    21
    YEARS WITH MFS

    Natalie I. Shapiro, Ph.D, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). She is a member of the portfolio management team of several multi-asset strategies within the MFS Quantitative Solutions Group. As an analyst, she is responsible for conducting research and analysis associated with alpha generation, portfolio management and asset allocation. She works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process.

    Natalie joined MFS in 1997 as a quantitative research analyst and took on portfolio management responsibilities in 2007. Prior to joining the firm, she served as a research associate for three years at the Federal Reserve Bank of Boston.

    Natalie earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.

    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.

  • Noah

    Noah C. Rumpf

    Director of Quantitative Equity Research, Quantitative Research Analyst

    20
    YEARS WITH INDUSTRY
    11
    YEARS WITH MFS

    Noah Rumpf is an investment officer and the Director of Quantitative Equity Research for MFS Investment Management® (MFS®). In this role he helps shape the firm's quantitative equity research agenda and manages a team of analysts focused on enhancing MFS' quantitative stock selection models and portfolio construction processes. He also performs quantitative research.

    Noah first joined MFS as a quantitative fixed income research analyst in 2003 and left in 2006. He rejoined MFS in 2009 as quantitative equity research analyst. In between he spent three years at Putnam investments as a quantitative equity research analyst. Prior to joining MFS Noah worked at the Royal Bank of Canada in risk management. Noah also spent two years as a risk management associate at Bankers Trust Company, and served as an emerging markets associate with J.P. Morgan & Company for two years.

    He earned his Master in Business Administration degree from the Sloan School of Management at the Massachusetts Institute of Technology. He also holds a master's degree in Statistics and Operations Research from New York University and a bachelor's degree in Economics from Wesleyan 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.

  • R.

    R. Dino Davis

    Institutional Portfolio Manager

    24
    YEARS WITH INDUSTRY
    6
    YEARS WITH MFS

    R. Dino Davis, CFA, is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He is responsible for communicating investment policy, strategy and positioning for MFS' quantitatively-driven investment products.

    Dino joined MFS in 2012. He had previously worked as a director for North American business development at Numeric Investor's, LLC. for two years. Prior experience also includes business development, consultant relations and institutional portfolio and product management roles at Rampart Investment Research, Pyramis Global Advisors, State Street Research & Management and Wellington Management Company. He began his career in the financial services industry in 1993 after serving as an officer in the US Army for seven years.

    Dino earned a bachelor's degree from Cornell University and a Master of Business Administration degree from Babson College. He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the Boston Security Analysts Society.

    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.

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