Andrew Washburn is a senior vice president and chief marketing officer for MFS Investment Management® (MFS®). He is responsible for the firm's global brand strategy and has oversight of corporate marketing, advertising, public relations, editorial and communication services.
Andy rejoined MFS in 2013 after spending ten years with the firm from 1987 to 1997 as an assistant vice president of Investment Communications. Prior to rejoining MFS, he served as a managing director and global head of Institutional Marketing at State Street Global Advisors for five years. He held the position of vice president and head of marketing at Ameriprise Financial for six years and was previously a senior vice president and director of Product Management at Putnam Investments.
Andy earned a bachelor's degree from Ithaca College and holds a master's degree from Boston College.
Christopher C. Callahan
Head of Institutional Sales and Consultant Relations30YEARS WITH INDUSTRY15YEARS WITH MFS
Christopher (Topher) Callahan is global head of Institutional Sales and Consultant Relations for MFS Institutional Advisors, Inc. (MFSI), the institutional distribution division of MFS Investment Management® (MFS®). In this role, he is responsible for the strategy direction and oversight of the global institutional business. He is a member of the MFSI Management Committee.
Topher joined MFS in 2003 after serving as a principal for State Street Global Advisors. Prior to joining MFS, he previously held senior sales and relationship management positions at GMO, PanAgora Asset Management and Hambrecht & Quist. He began his career as an information analyst with Shearson Lehman Hutton.
Topher earned a Bachelor of Arts degree from Denison University and a Master of Business Administration degree from Boston University. He served as Investment Committee Chairman for the Salisbury School Endowment from 2016--2017. Topher holds FINRA Series 6, 7, 22, 24 and 63 licenses.
David W. Connelly
Director, Global Product25YEARS WITH INDUSTRY18YEARS WITH MFS
David W. Connelly is a senior vice president and the director of Global Product at MFS Investment Management® (MFS®). He is responsible for overseeing the development, positioning and ongoing product management of MFS' broad array of global investment offerings.
David joined MFS in 1999 and was named senior vice president in 2007. His previous positions with the firm include director of Global Retail Investment Product, director of US Product Management and senior product manager. Prior to MFS, he served six years at John Hancock Funds.
David is a graduate of Boston College.
James A. Jessee, CIMA®, CLU®, serves as a strategic advisor on growth initiatives for MFS Investment Management® (MFS®). He brings more than 30 years of experience to his role, consulting with the firm's clients and its Management Committee regarding business development opportunities with its global financial intermediaries.
Previously, Jim was president of MFS Fund Distributors, Inc., co-head of Global Distribution and a member of the firm's Management Committee. He also served as director of MFS Dealer Relations, as national sales manager for MFS Private Portfolio Services and as a wholesaler, covering the southeastern United States for 15 years. He joined MFS in 1987.
Jim earned a Bachelor of Science degree in business administration from the University of Richmond. He is a member of the ICI Board of Governors. He is also a Certified Investment Management Analyst® and Chartered Life Underwriter®.
Jared A. Collins
Director of Global Business Intelligence21YEARS WITH INDUSTRY4YEARS WITH MFS
Jared A. Collins is a senior vice president and director of Global Business Intelligence at MFS Investment Management® (MFS®). He oversees a group that works closely with MFS' Global Distribution teams to provide solutions through strategy, actionable insights, expertise and support. The group supports a number of number of strategic priorities across Global Distribution, including sales strategy, reporting, data management, risk management and administrative functions.
Jed joined MFS in 1997 and held a number of senior positions in the firm's retirement services organization through 2008, including serving as chief business officer and later president of the division. From 2008 to 2012, he was a vice president with The Hartford. He rejoined MFS in 2014 in his current role after more than a year with Mass Mutual.
Jed earned a Bachelor of Arts degree from Dartmouth College and holds a Master of Business Administration degree from The F.W. Olin Graduate School of Business at Babson College.
Martin J. Wolin is a senior vice president and chief compliance officer at MFS Investment Management® (MFS®). He oversees compliance and manages risk management programs at the firm.
Marty joined MFS in 2015. Previously, he worked at Mercer for nine years as the chief risk and compliance officer - Americas. From 2000 to 2006, he served as senior counsel and later chief compliance officer at Pioneer Investment Management. Prior experience also includes serving as vice president and associate general counsel of UAM Fund Services, Inc. and as assistant general counsel at Evergreen Investments. He began his career in the financial services industry in 1994 as an attorney at Signature Financial Group, Inc.
Marty earned a Bachelor of Arts degree in political science from Tufts University and a Juris Doctor degree from Syracuse University.
Michael T. Cantara
Senior Managing Director, Global Client Group29YEARS WITH INDUSTRY18YEARS WITH MFS
Michael T. Cantara, CFA, is a senior managing director of the Global Client Group with MFS Investment Management® (MFS®). In this role, he leads and has management oversight of the firm's team of global relationship management and client service professionals responsible for the firm's global institutional clients. Working closely with the investment team, he guides MFS' efforts in enterprise-wide client alignment and sustainability.
Mike joined MFS in 2000 and was named to his current position in 2013. Most recently he served as an investment officer and institutional equity portfolio manager of the firm's global and international equity portfolios. He is chairman of the MFS Sustainability Group and previously served as a member of the Equity Management Committee and as co-chairman of the Responsible Investing Committee. Prior MFS roles include institutional portfolio manager and investment product specialist. Before joining the firm, he spent ten years at Fidelity Management Trust Company as an international portfolio analyst, a director of stable value investments and product manager for the firm's stable value investments.
Mike earned his bachelor's degree from Colby College and his master's degree from the Fletcher School of Law and Diplomacy at Tufts University. He holds the Chartered Financial Analyst (CFA) designation. He 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. ®
Ravi B. Venkataraman
Global Head of Investment Solutions28YEARS WITH INDUSTRY9YEARS WITH MFS
Ravi Venkataraman, CFA, is a senior managing director, and the global head of Investment Solutions for MFS Investment Management® (MFS®). He leads a global team dedicated to working with clients to develop solutions, asset allocation and capital markets views, provide insight on industry trends, best practices, MFS investor insights and proprietary research. Ravi is also responsible for MFS' thought leadership efforts across business channels. He is a member of MFS' Strategic Product Team and the Management Committee of MFS' global institutional sales and service division. Prior to his current role, he was the global head of Consultant Relations and Institutional Defined Contribution at MFS.
Before joining MFS in March 2009, Ravi spent 19 years at Mercer, most recently as president and worldwide partner in its U.S. asset management division. He previously served as the division's chief investment officer and was responsible for the asset allocation and manager selection for Mercer funds across all asset classes. In this, as well as his prior role as a regional consulting head, he brought solutions and consulting expertise to a broad range of investors. He is experienced in multiple product areas, including asset-allocation and liability driven investing, multi manager portfolio structures and DC investments.
Ravi holds a Bachelor of Arts degree in Economics from St. Xavier's College, and a Master of Arts degree in economics from Tufts University. Ravi holds the Chartered Financial Analyst (CFA) designation. He also serves as Massachusetts Board Chair of Generation Citizen, a non-profit organization that is dedicated to training students in civic education.