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
Executive Chairman

Rob works closely with the MFS Management Committee, the firm's clients and the board of directors at MFS' parent company, Sun Life. He is a member of the Investment Company Institute's board of governors. Rob joined MFS in 1984 as a High Yield analyst.

Rob Manning
Michael W. Roberge
CEO, President and Chief Investment Officer

Mike sets the strategy and vision for MFS. Mike came to MFS as a credit analyst in 1996 and was named president in 2009 and CEO in 2017. Mike is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.

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
Heidi W. Hardin
General Counsel

Heidi leads the Legal, Compliance and Enterprise Risk Management departments. She is a member of the ICI Mutual Insurance Company board of directors. Heidi joined MFS in 2017.

Heidi W. Hardin
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
Robin A. Stelmach
Vice Chair

Robin is President of the MFS Funds and formerly served as the firm's Chief Operating Officer, overseeing the company's information technology and global investment support groups. Robin joined MFS in 1989.

Robin Stelmach