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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Philipp S. Burgener | Portfolio Manager | 2019 | now |
背景介紹 | Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc. | ||
Andy Li | Portfolio Manager | 2019 | now |
背景介紹 | 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 | ||
David P. Cole | Portfolio Manager | 2016 | now |
背景介紹 | David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation. | ||
Ward Brown | Portfolio Manager | 2016 | now |
背景介紹 | Ward Brown, CFA, Ph.D., is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his duties include managing the firm's emerging market debt strategies in addition to conducting macroeconomic research and individual credit analysis. Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department. Ward earned his bachelor's degree from McGill University and holds a master's and a doctoral degree in Economics from the London School of Economics and Political Science. He holds the Chartered Financial Analyst designation. | ||
Joshua P. Marston | Investment Officer | 2016 | now |
背景介紹 | Joshua P. Marston, Portfolio Manager, is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Mr. Marston has been employed in the investment area of MFS since 1999 as a credit analyst. | ||
Robert Spector | Vice President | 2016 | now |
背景介紹 | - 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 | ||
Pilar Gomez-Bravo | Portfolio Manager | 2016 | now |
背景介紹 | - 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 | ||
Matthew W. Ryan | Senior Vice President | 2016 | now |
背景介紹 | 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. | ||
Erik S. Weisman | Investment Officer | 2016 | now |
背景介紹 | Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University. | ||
Robert D. Persons | Portfolio Manager | 2016 | now |
背景介紹 | Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager. Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser. He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University. |
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