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A CULTURE OF TEAMWORK

At MFS®, we hire talented individuals and allow them to work in an environment that fosters teamwork. We believe no single individual can ever have a monopoly on good ideas and the best investment ideas usually emerge from the rigorous discussions and analysis that occur with effective teams.

MFS' unique culture provides a variety of benefits for our clients.

  • Investment ideas are thoroughly discussed. Every idea is subject to rigorous peer review before it makes its way into an investment portfolio.
  • MFS is able to retain talent. Our low staff turnover ratio helps us provide consistency in the management of our portfolios.
  • The MFS staff - 1,700 strong - is motivated to make a difference. Clients know their MFS service teams are dedicated to addressing their needs.
  • Our collaborative culture extends to our relationships with clients. We strive to help clients build diversified portfolios using the ADR strategy - allocate across asset classes, diversify within each class, and rebalance regularly to maintain a desired allocation.
Executive leadership

The company's Management Committee is responsible for day-to-day operations, recommending major policy decisions to the company's Board of Directors, developing new projects, and corporate planning for MFS and its subsidiaries. The Committee meets weekly to discuss strategic issues.

Robert J. Manning
Chairman and CEO

Rob is responsible for setting strategy and vision for the firm. He was named CEO in 2004 and chairman in 2010. Rob serves on the company's Board of Directors and is a trustee of the MFS funds. He began his career with MFS as a high-yield bond analyst in 1984. Rob graduated from the University of Massachusetts-Lowell in 1984 and earned a master's degree in finance from Boston College in 1987. He currently serves on the Board of Governors of the Investment Company Institute, and was chairman of the board of trustees of the University of Massachusetts from 2007 to 2010. In May 2011, Rob received a Doctor of Humane Letters from the University of Massachusetts-Lowell.

Rob Manning
Michael W. Roberge
President and Chief Investment Officer

Mike has worldwide oversight of the company's investment management and research divisions, and also helps set general business strategy for the firm. As director of global research, he oversees investment teams located in major financial centers in the Americas, Europe, Asia, and Australia. Mike joined MFS in 1996. He is a graduate of Bemidji State University (1988), and he earned his MBA from Hofstra University in 1992. Mike holds the Chartered Financial Analyst designation.

Michael W. Roberge
Carol W. Geremia
Co-Head of Global Distribution

Carol oversees asset management for the company's global institutional clients and discretionary managers, which include corporate pension and defined contribution plans, public pension and defined contribution plans, multi-employer plans, investment authorities, and endowments and foundations. She joined the firm in 1984 and is a graduate of Tobe-Coburn College.

Carol Geremia
James A. Jessee
Co-Head of Global Distribution

Jim is responsible for the marketing and sales of MFS' U.S.-based mutual funds and separately managed accounts. His team also distributes MFS investment offerings through insurance company variable products. He joined the company in 1987. Jim is a graduate of the University of Richmond (1980) and is a Certified Investment Management Analyst and Chartered Life Underwriter.

James Jessee
Amrit Kanwal
Chief Financial Officer

Amrit is responsible for MFS' corporate tax, treasury, and finance areas, and serves as a key liaison with parent company Sun Life Financial. He joined the firm in 2009. Amrit graduated from the University of Texas at Austin in 1988 and received his MBA from the University of Southern California in 1997.

Amrit Kanwal
Mark A. Leary
Chief Human Resources Officer

Mark oversees the attraction, retention, and development of our global workforce. His team also provides strategic business partner support on a wide range of human capital issues to all MFS business units. Mark joined the company in 1988 and assumed his current position in 2006. He graduated from Bentley College in 1983, and earned his MBA from Suffolk University in 1993.

 Mark Leary
Mark N. Polebaum
General Counsel

Mark is responsible for all aspects of MFS' legal and compliance operations. He joined the firm in 2006. Mark graduated from Middlebury College in 1974 and was awarded a JD from New York University School of Law in 1978. He is a member of the American and Massachusetts Bar associations.

Mark Polebaum
Robin A. Stelmach
Chief Operating Officer

Robin oversees the company's information technology and global investment support groups, as well its transfer agent and facilities management division. She joined MFS in 1989. Robin graduated from North Adams State College in 1983 and earned an MBA from Carnegie-Mellon University in 1989.

Robin Stelmach