Jonathan W. Hubbard, CFA, is a Director within the Investment Solutions Group for MFS Investment Management® (MFS®). In this role, Jon focuses on client portfolio topics including asset allocation strategy, portfolio structure and global investment trends and developments. In addition, Jon works closely with the various investment teams at MFS in the establishment of MFS capital markets expectations and asset allocation views.
Jon joined MFS in 2000 and has held a variety of roles including relationship manager, investment strategy consultant and most recently, director of Institutional DC Platforms. Prior to joining the firm, he was an investment specialist and associate regional vice president at Nvest Funds.
Jon earned a Bachelor's degree from the Syracuse University and an MBA degree from Boston College. He is a member of the CFA Institute and the Boston Security Analysts Society and holds the Chartered Financial Analyst® (CFA®) designation. He also works as an abstractor for The CFA Institute reviewing and condensing academic articles for inclusion in the CFA Digest.
Boston College, Master of Business Administration ; Syracuse University, Bachelor of Arts