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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Jake Stone | - | 2018 | עכשיו |
ביוגרפיה | Jake Stone has been employed in the investment area of MFS since July 2018; Vice President, Portfolio Analyst, Fixed Income Portfolio Management Team, Wellington Management Company, LLP from September 2013 to July 2018 | ||
Geoffrey L. Schechter | Investment Officer | 2006 | עכשיו |
ביוגרפיה | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. 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. | ||
James J. Calmas | Portfolio Manager | 2003 | 2006 |
ביוגרפיה | James J. Calmas is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager of the firm's strategic income, intermediate bond and limited maturity portfolios. He is a member of the MFS Fixed Income Strategy Group. Jim joined MFS in 1988 and was named portfolio manager in 1990. He is a graduate of Dartmouth College and holds an MBA degree from the Amos Tuck School of Business Administration of Dartmouth College. | ||
Matthew W. Ryan | Senior Vice President | 2002 | 2003 |
ביוגרפיה | Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998. He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation. | ||
James T. Swanson | Lead Portfolio Manager | 2002 | 2003 |
ביוגרפיה | James T. Swanson, CFA, is an investment officer and chief investment strategist of MFS Investment Management® (MFS®). He is also a Lead Portfolio Manager and Committee Member. James joined MFS in 1985. He was named fixed income strategist in 2001 and chief investment strategist in 2004. He is a graduate of Colgate University and the Harvard University Graduate School of Business Administration. James holds the Chartered Financial Analyst (CFA) designation. | ||
Michael W. Roberge | CEO | 2002 | 2003 |
ביוגרפיה | Joined MFS in 1996 as a Fixed Income Research Analyst; named Portfolio Manager in 1997; promoted to Associate Director of Fixed Income Research in 2000; promoted to Director of Fixed Income Research in 2002; promoted to Chief Fixed Income Officer and Director of Fixed Income Portfolio Management in 2004; named Chief Investment Officer U.S. Investments and Co-Director of Global Research in 2006 Previous experience includes: one year as a Senior Municipal Analyst and Associate Portfolio Manager for Colonial Management Associates, and four years as a Municipal Bond Analyst for Moody’s Investors Service Affiliation(s): CFA Institute; National Federation of Municipal Analysts; Boston Municipal Analysts Forum; Boston Securities Analysts Society, Inc. Hofstra University, MBA, with distinction Bemidji State University, BS, summa cum laude | ||
Peter C. Vaream | Senior Portfolio Manager | 2002 | 2003 |
ביוגרפיה | Vaream has been employed by Dreyfus since April 2008. He is also a senior portfolio manager for active core fixed income strategies at Standish Mellon. Vaream joined Standish Mellon in 2007. Prior to joining Standish Mellon, he was a senior member of the fixed income strategy group at MFS Investment Management since 1993. | ||
Steven E. Nothern | Vice President | 1991 | 2002 |
ביוגרפיה | Nothern is a vice president of investments at MFS Investment Management. He joined the company in 1986 in the fixed-income department and was named vice president in 1989. | ||
Patricia A. Zlotin | President, Senior Vice President, Vice President | 1985 | 1992 |
ביוגרפיה | Zlotin joined Massachusetts Financial Services as a vice president in 1979. She became a senior vice president in 1985, an executive vice president in 1991, and currently runs Putnam's information technology services department. | ||
James J. Calmas | Portfolio Manager | 1989 | 1991 |
ביוגרפיה | James J. Calmas is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager of the firm's strategic income, intermediate bond and limited maturity portfolios. He is a member of the MFS Fixed Income Strategy Group. Jim joined MFS in 1988 and was named portfolio manager in 1990. He is a graduate of Dartmouth College and holds an MBA degree from the Amos Tuck School of Business Administration of Dartmouth College. |
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