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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Ryan P. McAllister | Portfolio Manager | 2016 | עכשיו |
ביוגרפיה | - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude | ||
Roger M. Morley | Investment Officer | 2009 | עכשיו |
ביוגרפיה | - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA | ||
David R. Mannheim | Director | 2017 | 2018 |
ביוגרפיה | David R. Mannheim is an investment officer and equity portfolio manager of MFS Investment Management® (MFS®). David joined MFS in 1988 and was named portfolio manager in 1992 and director of International Equity Portfolio Management in 1999. He is a graduate of Amherst College and the MIT Sloan School of Management. | ||
Michael T. Cantara | Investment Officer | 2011 | 2016 |
ביוגרפיה | Investment Officer Institutional Portfolio Manager Communicates investment policy, strategy, and positioning. Participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Joined MFS in 2000 as an Investment Specialist; named Institutional Portfolio Manager in 2004 Previous experience includes: one-and-a-half years as an International Portfolio Analyst, three years as a Director of Stable Value Investments, and five years as a Manager/Product Manager of Stable Value Investments for Fidelity Management Trust Company Affiliation(s): CFA Institute; Boston Security Analysts Society, Inc. Tufts University, The Fletcher School of Law and Diplomacy, MA Colby College, BA | ||
Sanjay Natarajan | Portfolio Manager | 2011 | 2016 |
ביוגרפיה | 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. | ||
Simon Todd | Portfolio Manager | 2005 | 2009 |
ביוגרפיה | Mr. Todd joined Marathon-London in 2012 and is a Global Equities Portfolio Manager. Previously, he worked for Majedie Asset Management and Odev Asset Management as a Global Equities Portfolio Manager. Mr. Todd began his investment career in 1997. |
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