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Name | Title | Since | Until |
---|---|---|---|
Benjamin R. Nastou | Investment Officer of MFS | 2023 | Now |
Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute | ||
Erich Shigley | - | 2023 | Now |
Natalie I. Shapiro | Investment Officer of MFS | 2018 | Now |
Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
Joseph C. Flaherty | Investment Officer | 2002 | 2025 |
Biography | Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. | ||
Benjamin R. Nastou | Investment Officer of MFS | 2002 | 2005 |
Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute | ||
Jennifer L. Niceforo | quantitative Analyst | 2002 | 2005 |
Biography | Niceforo is a quantitative fixed income research analyst. She joined MFS in 1989 as municipal bond trading associate and promoted to quantitative research analyst in 1997. | ||
Noah C. Rumpf | Vice President, quantitative Analyst, Portfolio Manager | 2002 | 2005 |
Biography | Mr. Rumpf is a Vice President and Quantitative Analyst on Putnam’s U.S. Value Equity team. He is also Portfolio Member of the Equity Income Fund. In this role, he is responsible for the research and development of stock selection models. He is also involved in portfolio construction. Mr. Rumpf joined Putnam in 2006 and has been in the investment industry since 1995. | ||
Natalie I. Shapiro | Investment Officer of MFS | 2002 | 2005 |
Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
Gina M. Ugali | quantitative Analyst | 2002 | 2005 |
Biography | Ugali is a quantitative fixed income research analyst with MFS since 1999. Previously she has worked nine years as a fixed income sales and trading analyst, four years as a research analyst, and one year as a sales assistant for Salomon Brothers, Inc. | ||
Gita R. Rao | Investment Officer | 2002 | 2005 |
Biography | ' Investment Officer Quantitative Equity Portfolio Manager Serves on: MFS Quantitative Research Committee Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 2005 Previous experience includes: five years as an Associate Partner, Global Equity Portfolio Manager & Director of Quantitative Research for Wellington Management Company, LLP; four years as a Senior Vice President and Global Equity Portfolio Manager for Colonial Management Associates; one-and-a-half years as a Senior Quantitative Global Research Analyst for Fidelity Management & Research Company; and three years as Vice President and Senior Quantitative Analyst for Kidder, Peabody Served on editorial board of Financial Analysts Journal, on Board of Trustees of CFA Institute Research Foundation and Society of Quantitative Analysts Numerous interviews in print, TV and other media (Wall Street Journal, Economist, Worth, Bloomberg, CNN, CNBC etc.) University of Rochester, Ph.D. MS Indian Institute of Management, MBA St. Stephen's College, BA, honors |
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