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Name | Title | Since | Until |
---|---|---|---|
Ryan P. McAllister | Portfolio Manager | 2016 | Now |
Biography | Ryan McAllister, Investment Officer and Portfolio Manager, has been employed in the investment area of MFS since 2007. | ||
Roger M. Morley | Investment Officer | 2012 | Now |
Biography | Roger M. Morley is an investment officer and portfolio manager of Massachusetts Financial Services Company d/b/a MFS Investment Management (MFS). Roger joined MFS as a research analyst in 2002. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking Department. He is a graduate of St Catharine's College, University of Cambridge, where he earned a Master of Arts degree in history. Roger also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France. | ||
Sanjay Natarajan | Portfolio Manager | 2011 | Now |
Biography | 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. In addition, he manages regional equity portfolios focused on Hong Kong and China. Sanjay joined MFS in 2007. Prior to that, he worked for DBS Bank Ltd. (Asia), where he held various roles, including serving as COO of Global Corporate and Investment Banking. He worked nearly five years at McKinsey & Co., Inc., in both the United States and Asia. Other experience includes k1 Ventures and the Economic Development Board of the Singapore Government. He began his career in 1996. He earned a bachelor's degree from Dartmouth College and a master's degree from Harvard University. | ||
Benjamin S. Kottler | Portfolio Manager | 2018 | 2018 |
Biography | Ben Kottler, CFA, is an investment officer and an institutional equity portfolio manager of MFS Ben joined MFS in 2005. Prior to working at MFS, Ben served four years for State Street Global Advisors of Boston. Previous to that, he held positions as a European portfolio manager for Brown Brothers Harriman. Ben earned his bachelor's degree from the University of Durham. | ||
David R. Mannheim | Director | 2011 | 2018 |
Biography | 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. | ||
David A. Antonelli | Vice Chairman | 2010 | 2011 |
Biography | Mr. Antonelli is senior vice president and director of international equity reserach of MFS Investment Management. He joined the firm in 1991 as a research analyst following foreign stocks, with a concentration in continental Europe. He was named assistant vice president in 1994, vice president in 1995, portfolio manager in 1997, and director of international equity research and senior vice president in 1999. | ||
Brett A. Fleishman | Institutional Portfolio Manager | 2008 | 2010 |
Biography | Joined MFS in 2001 as an Equity Research Analyst; joined MFS Institutional Advisors as an Institutional Product Manager in 2002; named Institutional Portfolio Manager in 2007 Previous experience includes: two years as a Senior Consultant for Ernst & Young, LLP; and two years as a Research Analyst | ||
Nicholas D. Smithie | Investment Officer, emerging markets equity Portfolio Manager, Equity Resea | 2005 | 2009 |
Biography | Investment Officer Emerging Markets Equity Portfolio Manager 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 1998 as an Equity Research Analyst following a variety of industries including banks, telecommunications, technology, basic materials, and extraction industries; named Portfolio Manager in 2000 Previous experience includes: two-and-a-half years as a Global Emerging Markets Portfolio Manager for Gartmore Investment Management; two years as an Assistant Manager in the Developing Country Finance Group for West Merchant Bank; one year as a Consultant for Republic National Bank of New York; and four years as a Chartered Accountant for Coopers & Lybrand Affiliation(s): Associate of the Institute of Chartered Accountants in England & Wales (ACA); CFA Institute; CFA Society of the U.K. Oxford University, MA | ||
Thomas Melendez | Investment Officer | 2005 | 2009 |
Biography | Thomas Melendez is an investment officer at MFS Investment Management® (MFS®) and an institutional equity portfolio manager of the firm's global equity portfolios. He joined MFS in 2002 as an institutional portfolio manager with more than 10 years experience, including three years as an emerging market product specialist for Schroders North America, two years as a general manager for Schroders Argentina, and another three years as a vice president, Latin American fund manager for Schroders Capital Management International, London. |
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