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312.52M
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Aug 24, 2001
Name | Title | Since | Until |
---|---|---|---|
John Mitchell | Portfolio Manager | 2023 | Now |
David Shindler | Consultant | 2022 | Now |
Biography | David S. Shindler - Co--Chief Investment Officer of Equity -- Europe - Equity Portfolio Manager - As Co--Chief Investment Officer of Equity for Europe and a Portfolio Manager, partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. - Joined MFS in 2006; previous positions include Director of Research - Europe; Portfolio Manager - Canadian Equity Value strategy; Director of Research - Canada; Equity Research Analyst. - Previous experience includes 3 years as Consultant at The Bridgespan Group; 2 years as Associate Consultant at Bain & Company. - Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2005. - Dartmouth College, Master of Business Administration - University of Cambridge, MA (Cantab) | ||
Erich Shigley | - | 2021 | Now |
Biography | Erich B. Shigley, CFA - Quantitative Portfolio Manager - Investment Officer - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2013; previous positions include Quantitative Research Analyst. - Previous experience includes 13 years at Goldman, Sachs & Co. primarily as a trader and investor in equity derivative and convertible bond securities. - Dartmouth College Thayer School of Engineering, Bachelor of Engineering Sciences - Dart | ||
Johnathan Munko | Senior Associate | 2021 | Now |
Biography | Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Johnathan joined MFS in 2010 as an equity research analyst following his participation in the firm's Summer MBA Internship program in 2009. He took on portfolio management responsibilities in 2019 and served as the US financial services sector leader as part of his analyst duties for three years. He previously served as a senior associate at PwC for two years, following three years as an associate. He began his career in the financial services industry in 2003. Johnathan earned a Bachelor of Science degree magna cum laude in accounting and computer science from Boston College and a Master of Business Administration degree from Dartmouth College's Tuck School of Business. | ||
Andy Li | Portfolio Manager | 2019 | Now |
Biography | Andy Li, CFA - Fixed Income Portfolio Manager - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2018 - Previous experience includes 4 years as Portfolio Manager at Man GLG; 6 years as Portfolio Manager at ECM Asset Management; 2 years as Management Consultant at Accenture. - Imperial College, London, Bachelor of Engineering, Honors | ||
Robert Spector | Vice President | 2015 | Now |
Biography | - Serves on MFS Fixed Income Strategy Group, Global Rates & Currency Group, Fixed Income Risk & Opportunities Group - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2005 - Previous experience includes 2 years as the Head of Canadian Economics and Strategy at Merrill Lynch - Affiliations include CFA Institute - University of Western Ontario, MA - McGill University, BA, great distinction, University Scholar | ||
Jonathan W. Sage | Investment Officer, Portfolio Manager | 2015 | Now |
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. | ||
Pilar Gomez-Bravo | Portfolio Manager | 2013 | Now |
Biography | - Co-CIO Fixed Income - Serves on Fixed Income Risk & Opportunities Group, MFS Global Fixed Income Management Team, Fixed Income Global Rates & Foreign Exchange Committee, MFS Investment Management Committee - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2013 - MIT Sloan School of Management, MBA - Universidad Pontificia Comillas (ICADE Spain), BS - Universidad Pontificia Comillas (ICADE Spain), LL.B | ||
Ben Nastou | - | 2010 | Now |
Biography | Ben R. Nastou, CFA - CIO Quantitative Solutions, Quantitative Portfolio Manager - Investment Officer - As Co-CIO of Quantitative Solutions, oversees quantitative portfolio management and research at MFS. - Joined MFS in 2000; previous positions include Co-Director of Quantitative Solutions; Multi-Asset Portfolio Manager; Quantitative Research Analyst; Quantitative Research Associate. - Affiliations include CFA Institute, CFA Society of Boston - Dartmouth College, Bachelor of Arts | ||
Natalie I. Shapiro | Investment Officer of MFS | 2010 | 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. |
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