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Name | Title | Since | Until |
---|---|---|---|
Jeffrey D. McGrew | Investment Officer, Institutional Portfolio Manager | 2014 | 2017 |
Biography | As an Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. - Joined MFS in 2014 - Previous experience includes 13 years as Managing Director, Senior Portfolio Manager at The Boston Company Asset Management; 5 years as Senior Equity Analyst at Fidelity Investments. - Affiliations include Boston Security Analysts Society, Inc., CFA Institute. | ||
James C. Fallon | Investment Officer, Portfolio Manager | 2013 | 2017 |
Biography | James C. Fallon - Investment Officer - Portfolio Manager - As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 1999; previous positions include Equity Research Associate; Securities Lending Administrator. - Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount. - Affiliations include CFA Institute, CFA Society of Boston | ||
R.Dino Davis | Investment Officer, Institutional Portfolio Manager | 2013 | 2017 |
Biography | Investment Officer Institutional Portfolio Manager As an Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. Joined MFS in 2012 Previous experience includes 2 years as Director, North American Business Development at Numeric Investors, LLC; 1 year as Vice President, Business Development and Consultant Relations at Rampart Investments; | ||
Jonathan W. Sage | Investment Officer, Portfolio Manager | 2013 | 2017 |
Biography | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. |
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