What We Do

Retirement Solutions

Maintaining a long-term time horizon and a disciplined, well-diversified approach may help retirement savers weather changing market environments and meet their long-term goals.

Retirement Saving

Shared goals for seeking to improve retirement outcomes

 

Actively managed MFS investment strategies are the driving force behind our suite of retirement tools. We align our approach with the objectives of retirement savers by having a long-term investment perspective, a collaborative culture and thorough risk management. Time is among our greatest asset, so we build long-term discipline – we believe a key to successful retirement outcomes – into everything we do, from security selection to compensating our investment team. Risk is also part of every decision we make from assessing market liquidity to aligning portfolio risk with a plan's objectives. Through our collaborative culture, we bring together different perspectives to help drive better investment decisions for our Defined Contribution clients.

Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

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