Equity Team

With decades of investment experience and diverse perspectives across the globe, our equity team members bring an unparalleled depth and breadth of expertise to the management of client strategies.

  • Alison

    Alison O'Neill Mackey

    Portfolio Manager, Director of Research - North America, Equity Research Analyst

    16
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Alison O'Neill is an investment officer, director of research for North America and equity research analyst at MFS Investment Management® (MFS®). She is also a portfolio manager of the firm's US fundamental core equity strategy.

    Before joining the firm in 2005, Alison spent three years as an investment associate in large-cap global equity research for Putnam Investments. She was named director of research for North America in 2016 and added portfolio management responsibilities in 2018.

    Alison earned a Bachelor of Arts degree, cum laude, from Harvard University and an MBA from the Massachusetts Institute of Technology.

    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.

  • Anne Christine

    Anne Christine Farstad

    Equity Portfolio Manager

    16
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Anne Christine (AC) Farstad is an investment officer and portfolio manager at MFS Investment Management® (MFS®).

    Before joining MFS in 2005, Anne Christine worked for two years as an equity research analyst following European and US companies for Bailey Coates Asset Management. She also spent one year in the Global Equity Hedge Fund Sales group for UBS in London.

    Anne Christine earned her Master of Arts degree from the University of Cambridge.

    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.

  • Benjamin

    Benjamin Stone

    Equity Portfolio Manager

    22
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Benjamin Stone, IIMR, is an investment officer and international equity value portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management teams for the International Value, European Value, Global Value and Global Total Return. In his role as a portfolio manager, he 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 within the larger MFS value equity team. He is based in MFS' London office.

    Ben joined MFS in 2005 as a member of the MFS European Research Equity investment team. He served as an equity analyst responsible for identifying and evaluating companies across several sectors, including pharmaceuticals, autos, investment banks and asset managers. In this role, he worked closely with the entire MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

    Ben began his investment career in 1996 at Schroders Investment Management. While at Schroders, he served as an equity research analyst for nine years following pan-European building materials and retail companies.

    Ben is IIMR-qualified (Investment Management and Research, UK) and a member of the CFA Institute (CFA Society of the UK). He received his Bachelor of Arts degree from Durham 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.

  • Benjamin

    Benjamin Slingsby

    Equity Research Analyst

    5
    YEARS WITH INDUSTRY
    3
    YEARS WITH MFS

    Benjamin Slingsby, CFA, is an investment officer and non-US equity research analyst at MFS Investment Management® (MFS®). In his role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Benjamin joined MFS in 2014 as an equity research associate before assuming his current role in 2017. He previously served as an equity research associate at Berenberg Bank for two years.

    Benjamin earned a Bachelor of Arts degree with honors from Oxford University and a master's degree in European Business, with distinction, from ESCP Europe. His affiliations include the CFA Institute and the CFA Society of the UK.

  • Ben

    Ben Kottler

    Institutional Equity Portfolio Manager

    29
    YEARS WITH INDUSTRY
    13
    YEARS WITH MFS

    Ben Kottler, CFA, is an investment officer and an institutional equity portfolio manager at MFS Investment Management® (MFS®). As an institutional portfolio manager, 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 communicates investment policy, strategy and positioning. Ben serves as a co-chair of the MFS Responsible Investing Committee. He is based in the firm's London office.

    Ben joined MFS in 2005 as an institutional investment specialist. In 2006 he was named institutional portfolio manager. Prior to working at MFS, Ben served four years as a senior international portfolio manager for State Street Global Advisors of Boston. Previous to that, he held positions as a European portfolio manager and analyst for Brown Brothers Harriman, New York, and served for seven years as a UK portfolio manager and analyst for Natwest Investment Management in London.

    Ben earned his bachelor's degree from the University of Durham. He is affiliated with the CFA Institute and the CFA Society of the UK, serving as a member of Examinations & Education Committee.

    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.

  • Brenda

    Brenda M. Farley

    Director of Global Equity Trading

    28
    YEARS WITH INDUSTRY
    21
    YEARS WITH MFS

    Brenda Farley is an investment officer and director of Global Equity Trading at MFS Investment Management® (MFS®). Brenda is a member of the MFS Global Equity Management Team and a member of the Boston Securities Trading Association.

    Prior to joining MFS in 1997, Brenda spent seven years at Essex Investment Management in research, marketing, and trading.

    Brenda received her Bachelor of Arts in Economics from the College of the Holy Cross. She received her Master of Business Administration from Babson College.

    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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  • Brooks

    Brooks A. Taylor

    Equity Portfolio Manager

    24
    YEARS WITH INDUSTRY
    21
    YEARS WITH MFS

    Brooks Taylor is an investment officer of MFS Investment Management® (MFS®). He is a portfolio manager of the mid cap value and balanced portfolios of our mutual funds, variable insurance portfolios and institutional accounts.

    Brooks joined MFS in 1996 as an analyst. Prior to joining the firm, he was an analyst with Lodestar Group, a subsidiary of Société Générale. He also held positions as an analyst with Fidelity Management and Research Company and Salomon Brothers. Prior to his current assignment, he was a portfolio manager of our large-cap core portfolios.

    Brooks earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree in economics from Yale 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.

  • Camille

    Camille Humphries Lee

    Institutional Equity Portfolio Manager

    28
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS

    Camille Humphries Lee, CFA, is an investment officer and an institutional equity portfolio manager at MFS Investment Management® (MFS®). Her duties include providing investment oversight of analyst-led international portfolio strategies for institutional clients. As an institutional portfolio manager, Camille participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. She communicates investment policy, strategy and tactics, and performs portfolio analysis.

    Camille joined MFS in 2000 as an institutional portfolio manager. She has worked in the investment management industry since 1990 and has previously served as a vice president and research analyst at Alex. Brown, Inc., and later at SG Cowen Securities Corp.

    She earned both a Bachelor of Science and Master of Business Administration degrees from the University of Virginia. She is also affiliated with the Boston Security Analysts Society, Inc., and 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.

  • Chris

    Chris A. Sunderland

    Institutional Portfolio Manager

    27
    YEARS WITH INDUSTRY
    2
    YEARS WITH MFS

    Chris Sunderland is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). As an institutional portfolio manager, 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 also responsible for communicating investment policy, strategy, and positioning.

    Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies. Previously, he was affiliated with AXA Investment Managers, where he served as an institutional portfolio manager. Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large-Cap Core and Growth equity strategies. He began his career in the financial services industry at State Street Bank in 1990.

    Chris earned a Bachelor of Science degree in finance from Babson College and a Master of Business Administration degree from the F.W. Olin School of Business at Babson College. His commentary has appeared in Institutional Investor, Boston Business Journal, FundFire, Ignites, Bloomberg TV, Fox Business News and the Business News Network.

  • Claud

    Claud P. Davis

    Equity Research Analyst, Equity Portfolio Manager

    32
    YEARS WITH INDUSTRY
    28
    YEARS WITH MFS

    Claud P. Davis, CFA, CPA, is an investment officer and an equity research analyst covering the utility industry at MFS Investment Management® (MFS®). He also serves as a portfolio manager of the firm's utilities portfolios.

    Claud joined MFS in 1989 as a management analyst in the Internal Consulting Department. He was named a senior manager in that area in 1992, a credit analyst in 1994 and an equity analyst in 2000. He assumed portfolio management responsibilities in 2014. He previously worked for KPMG Peat Marwick as a senior associate before joining MFS.

    Claud is a graduate of Lehigh University and earned an MBA from Boston College. He is a Chartered Financial Analyst and a Certified Public Accountant.

    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.

  • Colin

    Colin R. Moore

    Equity Research Analyst

    12
    YEARS WITH INDUSTRY
    3
    YEARS WITH MFS

    Colin R. Moore, CFA, is an equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Colin joined MFS in 2014. He previously served as an equity research analyst at Credit Suisse for eight years.

    Colin earned a Bachelor of Commerce degree from McGill University and a Master of Business Administration degree from the Western University. He holds the Chartered Financial Analyst (CFA) designation.

  • David

    David A. Antonelli

    Equity Portfolio Manager, Vice Chair

    30
    YEARS WITH INDUSTRY
    26
    YEARS WITH MFS
    VIEW FULL PROFILE

    David A. Antonelli is a vice chairman, investment officer and international equity portfolio manager at MFS Investment Management® (MFS®). David has played a major role in building and enhancing the firm's global research platform over many years and continues to serve as a mentor and coach for the firm's global research analysts. He serves on the investment and US and non-US equity committees.

    David was named vice chairman in 2010. He previously served as executive vice president and chief investment officer of non-US and global equity investments for MFS, during which time he oversaw the company's global portfolio management, research and trading functions. He joined MFS in 1991 as a foreign-stock research analyst.

    David received a bachelor of science degree in accounting from Pennsylvania State University in 1981 and earned his MBA from the Wharton School at the University of Pennsylvania in 1991.

    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.

  • Edward

    Edward Jonathan Dearing

    Equity Research Analyst

    10
    YEARS WITH INDUSTRY
    3
    YEARS WITH MFS

    Edward J. Dearing is an investment officer and equity research analyst with MFS Investment Management® (MFS®). He is responsible for identifying the most attractive investment opportunities in his assigned universe. He works closely with portfolio managers to ensure ideas are properly positioned within MFS' portfolios. He is based London.

    Edward joined MFS in 2014 as an equity research analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018. Prior to joining the firm, he worked at Deutsche Bank AG. Before that, he worked for three years as an attorney with Covington & Burling LLP and for three years at Clifford Chance LLP.

    Edward earned his Master of Arts degree in Law with honors from Cambridge University and a Master of Business Administration degree from the London School of Business.

  • Eleanor

    Eleanor Shing

    Equity Research Analyst

    14
    YEARS WITH INDUSTRY
    7
    YEARS WITH MFS

    Eleanor Shing is an investment officer and non-US equity research analyst at MFS Investment Management® (MFS®). In her role, she is responsible for identifying the most attractive investment opportunities in her assigned universe. She also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Eleanor joined MFS in 2011. She previously served as a principal at TPG-Axon Capital for four years following four years as an associate and analyst at Citigroup. She began her career in financial services in 2003.

    Eleanor earned a Bachelor of Arts degree from Yale University.

  • Eric

    Eric B. Fischman

    Equity Portfolio Manager

    27
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS

    Eric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®).

    Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C.

    He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation.

    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.

  • Gabrielle

    Gabrielle J. Gourgey

    Institutional Equity Portfolio Manager

    23
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Gabrielle Gourgey is an investment officer of MFS Investment Management® (MFS®) and institutional equity portfolio manager for the firm's global equity portfolios. She is based in the firm's London office.

    Gabrielle joined MFS in 2006 from Merrill Lynch, where she spent eight years as a sector specialist primarily covering the global technology sectors. Prior to that she was at CIBC Oppenheimer for two years where she worked as a US markets analyst in the Institutional Equity Sales Group.

    Gabrielle earned a Bachelor of Arts degree from Bristol University. She then went on to attend the London Business School where she completed the Financial Analysis and Accounting course.

    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.

  • Harry

    Harry Purcell

    Portfolio Manager, Equity Research Analyst

    20
    YEARS WITH INDUSTRY
    5
    YEARS WITH MFS

    Harry Purcell is an investment officer, portfolio manager and equity research analyst at MFS Investment Management® (MFS®). He is a member of the firm's emerging market equity portfolio management team. As an analyst, he is responsible for identifying the most attractive investment opportunities in his assigned coverage areas. Harry works closely with MFS portfolio managers to ensure investment ideas are properly positioned within portfolios.

    Harry joined MFS in 2012 as an analyst and added portfolio management duties in 2017. Prior to joining MFS, he co-founded and served as a portfolio manager at Zedd Capital for three years. He previously held portfolio management roles at CQS Management Limited and Tribeca Global (part of Citigroup). He spent seven years at F&C Management Ltd., holding both the roles of pan-European fund manager and head of global technology research. He began his career in the financial services industry in 1998.

    Harry holds earned his Master of Arts degree from Oxford University.

  • Ian

    Ian Bigney

    Equity Research Analyst

    17
    YEARS WITH INDUSTRY
    17
    YEARS WITH MFS

    Ian Bigney, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Ian joined MFS in 2001 as a mutual fund administrator. He later served as a portfolio analyst from 2002 to 2005 before assuming his current role.

    Ian earned a Bachelor of Arts degree from McGill University. He holds the Chartered Financial Analyst (CFA) designation and is affiliated with the Toronto CFA Society.

  • 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.

  • James

    James F. Schuster

    Equity Research Analyst

    11
    YEARS WITH INDUSTRY
    11
    YEARS WITH MFS

    James F. Schuster is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    James joined MFS in 2007 as a fundamental equity research associate II. He assumed his current role in 2010.

    James earned a Bachelor of Science degree from the University of Arizona. He has been co-managing the US equity associate program since 2015.

  • James

    James Keating

    Institutional Equity Portfolio Manager

    26
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    James Keating, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). 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 communicates investment policy, strategy and positioning. He is based in Toronto.

    Jamie joined MFS in 2007 as an equity research analyst, responsible for global financial stocks and assumed portfolio management responsibilities in 2010 for the firm's Global Research analyst-led portfolio. He was named to his position in 2015. Prior to MFS, Jamie spent five years and eight years covering Canadian banks and insurance companies as an analyst at RBC Dominion Securities and Merrill Lynch Canada, respectively. He has previously worked for Nesbit Thomson, Citibank (Canada) and Deloitte Haskins & Sells. He began his career in the financial services industry in 1983.

    Jamie earned his Bachelor's Degree from the University of Toronto. He 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.

  • 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.

  • Jeffrey

    Jeffrey C. Constantino

    Equity Portfolio Manager

    20
    YEARS WITH INDUSTRY
    17
    YEARS WITH MFS

    Jeffrey C. Constantino, CFA, CPA, is an investment officer of MFS Investment Management® (MFS®) and portfolio manager of the firm's large-cap growth and global growth portfolios. In his role as portfolio manager, Jeff 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 across the MFS growth equity teams. He also serves on the MFS Global Equity Management Team. Jeff is based in MFS' Boston office.

    Jeff joined MFS as a research analyst in 2000. He was named portfolio manager in 2005. He joined the portfolio management team of the MFS Global Growth portfolios in 2008. From 1995 to 1998, he was a financial consultant in the mergers and acquisitions group at Arthur Andersen.

    Jeff earned a Bachelor of Science degree from the University of Illinois. He graduated as a Palmer Scholar with highest honors and with distinction from the Wharton School of the University of Pennsylvania, where he earned a Master of Business Administration degree. During his graduate degree program, he worked as an Equity Research Intern at MFS. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant (CPA).

    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.

  • Jeffrey

    Jeffrey D. Morrison

    Equity Portfolio Manager, Institutional Portfolio Manager

    29
    YEARS WITH INDUSTRY
    11
    YEARS WITH MFS

    Jeffrey D. Morrison, CFA, is an investment officer, equity portfolio manager and institutional portfolio manager at MFS Investment Management® (MFS®). In his 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 communicates investment policy, strategy and positioning.

    Jeff joined MFS in 2006 and was named portfolio manager in 2007. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities as an institutional portfolio manager for MFS' Blended Research portfolios in 2017. Before joining MFS, he served eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management before its acquisition by Franklin Templeton. He served as lead manager on various US and Canadian equity mandates at Bissett/Franklin Templeton. Before the acquisition, he served as a voting member of the Investment Policy Committee and as a member of the Senior Management Committee. Previously, Jeff served for six years as a US equity analyst/portfolio manager for Mulvihill Capital Management and for two years as a capital markets analyst and one year as a bond/money market trader for CT Investment Counsel (CTIC).

    Jeff earned a Bachelor of Business Management (BBM) degree from Ryerson Polytechnical Institute and holds the Chartered Financial Analyst (CFA) designation.

    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.

  • Jordan

    Jordan Bertier

    Equity Research Analyst

    5
    YEARS WITH INDUSTRY
    5
    YEARS WITH MFS

    Jordan Bertier is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In his role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Jordan joined MFS in 2013 as an equity research associate. He assumed his current role in 2017.

    Jordan earned a Bachelor of Science degree in finance from Western New England University, where he graduated summa cum laude.

  • Jose Luis

    Jose Luis Garcia

    Director of Equity - Latin America, Equity Portfolio Manager, Equity Research Analyst

    23
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Jose Luis Garcia is an investment officer, equity portfolio manager and the director of equity - Latin America at MFS Investment Management® (MFS®). He is a member of the MFS Global Equity Management Team, manages or co-manages several international equity portfolios for MFS, including Latin American and emerging markets portfolios, as well as oversees the analyst-led research international portfolios.

    Jose Luis joined MFS in 2002. Previously, he was chief executive officer of Telefonica B2B in Mexico City for two years. Prior to that, he served for two years as a principal of Texas Pacific Group and for three years at Morgan Stanley, including one year as a financial analyst in the Latin America Investment Banking Group and two years as a financial analyst in the Strategic Finance Group.

    He received a Bachelor of Science, magna cum laude from Boston College and a Master of Business Administration degree from Harvard 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.

  • Joseph

    Joseph G. MacDougall

    Institutional Equity Portfolio Manager

    23
    YEARS WITH INDUSTRY
    17
    YEARS WITH MFS

    Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®), working directly on the firm's mid and small cap value and large cap core equity portfolios. In addition, he serves as portfolio manager on the firm's US and global research portfolios, providing general oversight of analyst-led portfolios.

    Joe joined MFS in 2000 and was named institutional portfolio manager in 2005. Before joining the firm, he was an investment analyst at UAM Investment Services and also served as the director of managed accounts and as a senior financial analyst at New England Securities. He began working in the investment industry in 1995.

    Joe earned a Bachelor of Science degree in finance from Boston College and a Master of Business Administration degree from Boston University. He is a Chartered Financial Analyst and 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.

  • Kate

    Kate Mead

    Institutional Equity Portfolio Manager

    23
    YEARS WITH INDUSTRY
    20
    YEARS WITH MFS
    VIEW FULL PROFILE

    Kate Mead, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). She is a member of the value portfolio management team.

    Kate participates in the research process and in strategy discussions, communicates investment policy, strategy and positioning, customizes portfolios to client objectives and guidelines and manages daily cash flows.

    She joined MFS in 1997 as an equity research analyst specializing in global auto and auto parts, medical devices, telecom and networking and US regional banks. She was named an institutional portfolio manager in 2002. Prior to joining the firm, she spent two years as a financial analyst for Coopers & Lybrand.

    Kate earned her Bachelor of Science degree in finance from Villanova University graduating magna cum laude, and her Master of Business Administration from the Wharton School of the University of Pennsylvania. She holds the Chartered Financial Analyst certification 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.

  • Kevin

    Kevin Beatty

    Chief Investment Officer - Global Equity

    32
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS
    VIEW FULL PROFILE

    Kevin Beatty is chief investment officer of Global Equity and an equity portfolio manager at MFS Investment Management® (MFS®). He has oversight of MFS' global team of equity portfolio managers, equity institutional management, equity research analysts and equity traders. He is a member of the MFS Global Equity Management Team and is a portfolio manager of the firm's large-cap core equity portfolios. In his role as a core equity portfolio manager, Kevin 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.

    Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of CIO of Global Equity in 2015, Kevin served as the director of Equity -- North America from 2011 to 2014 and served as director of US Research beginning in 2007. Previously, he was an equity analyst and sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.

    He earned a Master of Business Administration degree from Babson College and a Bachelor of Arts degree from St. Bonaventure University.

  • Kevin

    Kevin J. Schmitz

    Equity Portfolio Manager

    23
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Kevin J. Schmitz is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a Value Equity Portfolio Manager, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. Additionally, he participates in the research process and strategy discussions

    Kevin assumed his current duties in 2011. He joined MFS in 2002 as an equity research analyst covering financial stocks. In 2009 he took on portfolio management duties in addition to his analyst role. Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments.

    Kevin earned his Bachelor of Business Administration degree at the University of Michigan.

    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.

  • Kevin

    Kevin M. Dwan

    Equity Portfolio Manager

    20
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Kevin M. Dwan is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He participates in the research process and strategy discussions.

    Kevin joined MFS in 2005 as a global equity analyst and was named director of Asian Equity Research in 2007. He was named director of research - Asia in 2010 and an equity portfolio manager in 2012.

    Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector-sleeve portfolio manager for international core equity strategies.

    Kevin is a graduate of Harvard College and earned an MBA from Harvard Business School. He is the founder and president of Sabrina's Foundation, an organization devoted to the elimination of maternal death of pregnant and post-partum women due to vascular health issues.

    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.

  • Koki

    Koki Akala

    Equity Research Analyst

    6
    YEARS WITH INDUSTRY
    1
    YEARS WITH MFS

    Koki Akala, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Koki joined MFS in 2016. He previously served as an associate at CIBC Capital Markets for four years and spent one year as an associate at TD Securities.

    Koki earned a Bachelor of Business Administration degree from Wilfrid Laurier University and a Master of Business Administration degree in finance and strategy from the Schulich School of Business. He holds the Chartered Financial Analyst (CFA) designation.

  • Lionel

    Lionel Gomez

    Equity Research Analyst

    12
    YEARS WITH INDUSTRY
    4
    YEARS WITH MFS

    Lionel Gomez is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios. He is based in Singapore.

    Lionel joined MFS in 2013. He previously served as a portfolio manager at Nomura Asset Management for three years and a deputy fund manager at Deutsche Asset Management Asia for four years.

    Lionel earned a Bachelor of Science degree in engineering from the University of Michigan.

  • Matthew

    Matthew D. Sabel

    Equity Portfolio Manager

    21
    YEARS WITH INDUSTRY
    8
    YEARS WITH MFS

    Matthew Sabel is an investment officer and portfolio manager at MFS Investment Management® (MFS®). He manages the firm's Technology portfolios and is co-manager on several US Growth portfolios.

    Matt joined MFS in 2009 and was named co-manager on the US Growth portfolios in 2014. Previously he spent nine years at Fidelity Management & Research Co., where he held a number of senior investment research and portfolio management positions. While at Fidelity he served as a research analyst covering technology, retail, and healthcare and later served as a sector leader and portfolio manager covering healthcare. Matt also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank & Trust in 1997.

    Matt earned his Bachelor of Arts cum laude from Tufts 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.

  • 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.

  • Maura

    Maura A. Shaughnessy

    Equity Portfolio Manager

    32
    YEARS WITH INDUSTRY
    26
    YEARS WITH MFS

    Maura A. Shaughnessy, CFA, is an investment officer of MFS Investment Management® (MFS®) and portfolio manager for the firm's utilities portfolios.

    Maura joined MFS in 1991 as a research analyst and became a portfolio manager in 1992. Prior to joining the firm she worked as an equity analyst for Harvard Management Co. for four years and as research analyst for the Federal Reserve Bank for two years.

    Maura earned her Bachelor of Science degree from Colby College magna cum laude and her Master of Business Administration from the Amos Tuck School of Business Administration of Dartmouth College as a Tuck Scholar. She holds the Chartered Financial Analyst (CFA) designation and is affiliated with 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.

  • Michael

    Michael J. Aurelio

    Equity Research Analyst

    7
    YEARS WITH INDUSTRY
    2
    YEARS WITH MFS

    Michael J. Aurelio, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Michael joined MFS in 2015 in his current role. His previous experience includes three years as an investment banking analyst at Barclays Investment Bank and one year as a credit risk analyst at Goldman Sachs.

    Michael earned both a Bachelor of Arts degree and Master of Business Administration degree from Emory University, where he was a Robert W. Woodruff Scholar. He holds the Chartered Financial Analyst (CFA) designation.

  • Michael

    Michael S. Grossman

    Equity Portfolio Manager

    18
    YEARS WITH INDUSTRY
    12
    YEARS WITH MFS

    Michael S. Grossman, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®).

    Before joining MFS in 2005, Michael spent three years as a research analyst following small and mid-cap commercial services and transportation companies for Essex Investment Management Co., LLC as well as three years as an investment associate in large-cap global equity research for Putnam Investments.

    Michael earned his bachelor's degree from the University of Pennsylvania and holds an MBA from Boston College. He is a member of the CFA Institute and the Boston Society of Securities 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.

  • Nevin

    Nevin P. Chitkara

    Equity Portfolio Manager

    25
    YEARS WITH INDUSTRY
    20
    YEARS WITH MFS

    Nevin Chitkara is an investment officer and a value equity portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management team for a number of MFS' value, global value, total return, and global total return strategies. As a value equity portfolio manager, Nevin is responsible for buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. Nevin is based in MFS' Boston office.

    Nevin joined MFS in 1997. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the telecommunications, business services and transportation industries. Previously, he served on the corporate audit and business development staffs of General Electric Co.

    He earned his Bachelor of Science degree from Boston University, graduating magna cum laude. He also holds a Master of Business Administration degree from the MIT Sloan School of Management.

    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.

  • Nicholas

    Nicholas A. Demko

    Equity Research Analyst

    6
    YEARS WITH INDUSTRY
    1
    YEARS WITH MFS

    Nicholas A. Demko, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Nicholas joined MFS in 2016. He previously served as an associate at J.P. Morgan Asset Management for four years.

    Nicholas earned a Bachelor of Science degree, magna cum laude, from Cornell University. He also received a Master of Business Administration degree from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA) designation.

  • Pablo

    Pablo de la Mata

    Equity Portfolio Manager, Equity Research Analyst

    14
    YEARS WITH INDUSTRY
    10
    YEARS WITH MFS

    Pablo de la Mata, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team of several MFS value equity strategies, including the International Value, European Value, Global Value and Global Total Return strategies.

    Pablo joined MFS in 2008 as a non-US equity research analyst responsible for identifying the most attractive investment opportunities across several sectors, including technology, health care and the automobile industry within capital goods. In this role, he worked closely with the MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy. Prior to joining MFS, he served as an equity research analyst at Magnetar Capital, with oversight of companies across various sectors. Before that, he spent three years as an equity research analyst for Blackrock/Merrill Lynch Investment Managers. Pablo was a member of its European large-cap equity team, responsible for covering European aerospace and defense companies. He also evaluated opportunities in southern European countries as a member of the European Specialist team.

    Pablo earned a Bachelor of Science degree in finance from Colegio Universitario de Estudios Financieros (CUNEF). He holds the Chartered Financial Analyst (CFA) designation.

    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.

  • Paul

    Paul J. Gordon

    Equity Portfolio Manager

    17
    YEARS WITH INDUSTRY
    14
    YEARS WITH MFS

    Paul J. Gordon is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®).

    Paul joined MFS as a research analyst in 2004 and covered stocks in the technology, consumer cyclical, energy and capital goods sectors before assuming his current duties in 2011. Prior to joining MFS, he was employed as an equity research associate by Fidelity Investments.

    He earned a Bachelor of Science degree from Babson College.

    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.

  • Peter

    Peter F. Fruzzetti

    Equity Portfolio Manager

    24
    YEARS WITH INDUSTRY
    17
    YEARS WITH MFS

    Peter Fruzzetti is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the firm's international small-cap portfolios.

    Peter joined MFS in 2000 as an equity research analyst. He was named portfolio manager in 2004. Prior to joining MFS he was an equity research analyst with Fidelity Investments from 1993 to 1999.

    Peter earned his Bachelor of Science degree from Boston College.

    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.

  • Pooja

    Pooja Daftary

    Equity Research Analyst

    8
    YEARS WITH INDUSTRY
    3
    YEARS WITH MFS

    Pooja Daftary is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, she is responsible for identifying the most attractive investment opportunities in her assigned universe. She also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Pooja joined MFS in 2009 as an investment research associate. In 2012, she left the firm to complete her Master of Business Administration degree before returning in 2014 in her current role.

    Pooja earned a Bachelor of Arts degree, magna cum laude, from Mount Holyoke College and a Master of Business Administration degree from Harvard Business School.

  • Richard

    Richard R. Gable

    Equity Portfolio Manager

    25
    YEARS WITH INDUSTRY
    7
    YEARS WITH MFS

    Richard R. Gable, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He covers the real estate sector and manages the firm's real estate investment trust portfolios.

    Rick joined MFS in 2011. Previously, he was a managing director and portfolio manager for 13 years for Sun Capital Advisers, a division of Sun Life Financial. While at Sun Capital, he managed several MFS real estate investment trust portfolios through a subadvisory relationship between MFS and Sun Capital. He also served as an analyst for Mellon Bank for four years. He has worked in the financial services industry since 1993.

    Rick has a bachelor's degree from Middlebury College and a Master of Business Administration degree from Boston College. He is a member of the Boston Security Analysts Society and has earned 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.

  • Robert

    Robert M. Almeida

    Institutional Equity Portfolio Manager

    23
    YEARS WITH INDUSTRY
    18
    YEARS WITH MFS
    VIEW FULL PROFILE

    Robert M. Almeida Jr. is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also serves as a portfolio manager on an alternative strategy run by a committee of MFS portfolio managers.

    Rob joined MFS in 1999 and most recently served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. Before joining the firm in 1999, he worked at Putnam Investments, focusing on the firm's efforts in Japan.

    Rob is a graduate of the University of Massachusetts at Amherst, and earned his Master of Science degree in Finance from the Sawyer School of Management at Suffolk 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.

  • Robert

    Robert W. Lau

    Equity Portfolio Manager

    24
    YEARS WITH INDUSTRY
    17
    YEARS WITH MFS

    Robert W. Lau, CFA, is an investment officer and portfolio manager for MFS Investment Management® (MFS®). He is a member of the emerging market equity and international small-cap portfolio management teams. He is based in MFS' Singapore office.

    Robert joined MFS in 2001 as a research analyst and was named portfolio manager in 2008. Previously, he was a portfolio manager for Goldman Sachs Asset Management from 1998 to 2001 and an equity analyst at J.P. Morgan Investment Management from 1996 to 1998.

    Robert earned a Bachelor of Science degree from Massachusetts Institute of Technology and holds the Certified Financial Analyst designation.

    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.

  • Roger

    Roger M. Morley

    Equity Portfolio Manager

    21
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated Equity (since 2012) and portfolio manager of the MFS Meridian Core European Equity (since 2008). As an equity portfolio manager, Roger is responsible for the final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. Roger is based in MFS' London office.

    Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking department.

    Roger is a graduate of Saint Catharine's College, University of Cambridge, where he earned a Master of Arts degree in History. He also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France.

  • Ryan

    Ryan P. McAllister

    Portfolio Manager

    15
    YEARS WITH INDUSTRY
    10
    YEARS WITH MFS

    Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the firm's global equity portfolio management team.

    Ryan joined MFS in 2007 after participating in the MFS Summer MBA Internship Program in 2006. Prior to joining the firm, he served for three years as an assistant vice president in the loan administration/distressed debt group of LaSalle Bank, N.A. and was a basic industries analyst for the investment banking division of Deutsche Bank for two years. He was named portfolio manager in September 2016.

    Ryan graduated summa cum laude from the University of Notre Dame, earning his Bachelor of Business Administration degree with a double major in finance and computer applications. He also received his Master of Business Administration degree with honors from the University of Chicago Booth School of Business. 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.

  • Ryan

    Ryan Ball

    Equity Research Analyst

    19
    YEARS WITH INDUSTRY
    14
    YEARS WITH MFS

    Ryan Ball, CFA, is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In his role, he is responsible for identifying the most attractive investment opportunities in his assigned universe. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

    Ryan joined MFS in 2005 as a portfolio analyst before transitioning to his current role in 2008. His previous experience includes six years at Saskatchewan Wheat Pool as an oilseeds merchandiser and regional sales manager.

    Ryan earned a Bachelor of Commerce degree from the University of Saskatchewan. He holds the Chartered Financial Analyst (CFA) designation.

  • Sanjay

    Sanjay Natarajan

    Institutional Equity Portfolio Manager

    21
    YEARS WITH INDUSTRY
    10
    YEARS WITH MFS

    Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm's Singapore office.

    Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996.

    Sanjay earned a bachelor's degree from Dartmouth College and a master's degree from Harvard 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.

  • Steven

    Steven R. Gorham

    Director of Equity - North America, Equity Portfolio Manager

    28
    YEARS WITH INDUSTRY
    28
    YEARS WITH MFS

    Steven R. Gorham, CFA, is an investment officer, director of Equity -- North America and a portfolio manager with MFS Investment Management® (MFS®). He is member of the portfolio management teams of the firm's Value and Global Balanced portfolios. As a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management and participates in the research process and strategy discussions. He also serves on the MFS Global Equity Management team. He is based in the firm's Boston office.

    Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department. He became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.

    Steve is a graduate of the University of New Hampshire and has a Master of Business Administration degree from Boston College. He is a member of The Boston Security Analysts Society and holds the Chartered Financial Analyst (CFA) designation.

    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.

  • Ted

    Ted Maloney

    Global Director of Research, Equity Portfolio Manager

    17
    YEARS WITH INDUSTRY
    13
    YEARS WITH MFS

    Edward M. Maloney is an investment officer and the director of global research at MFS Investment Management® (MFS®). He also serves as a member of the portfolio management team of MFS' US core equity strategies. As director of global research, Ted oversees the MFS global equity research team. In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions. He also serves as a member of the MFS Global Equity Management Team. Ted is based out of MFS' headquarters in Boston.

    Ted joined MFS in 2005 and was named director of US research in 2011 and director of global research in 2016. He was also named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital. He also spent two years as a research associate for Fidelity Management & Research Company.

    Ted earned his bachelor's degree from Bowdoin College, graduating magna cum laude.

    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.

  • Thomas

    Thomas Melendez

    Institutional Equity Portfolio Manager

    26
    YEARS WITH INDUSTRY
    16
    YEARS WITH MFS

    Thomas Melendez is an investment officer at MFS Investment Management® (MFS®) and an institutional equity portfolio manager of the firm's global equity portfolios. In this capacity, he participates in the research process and strategy discussions, customizes portfolios to client objectives and guidelines, and communicates the portfolios' investment policy, strategy, and tactics.

    He joined MFS in 2002 as an institutional portfolio manager with more than 10 years of experience, including three years as an emerging market product specialist for Schroders North America, two years as a general manager for Schroders Argentina, and another three years as a vice president, Latin American fund manager for Schroders Capital Management International, London. Prior to that, he spent two years as a vice president of sales and research for NatWest Securities.

    Thomas earned his Bachelor of Science degree from Long Island University and his Master of Business Administration from Columbia 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.

  • Victoria

    Victoria Higley

    Institutional Equity Portfolio Manager

    24
    YEARS WITH INDUSTRY
    6
    YEARS WITH MFS

    Victoria Higley, ASIP, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). As an institutional portfolio manager, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She is also responsible for communicating investment policy, strategy, and positioning.

    Victoria joined MFS in 2011. Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst and UK portfolio manager. She began her career in the financial services industry in 1994.

    Victoria holds a bachelor's degree from Durham University. She is a regular member of the CFA Institute and is an Associate of the CFA Society of the UK (ASIP).

    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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