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名称 | 标题 | 任期 | 至 |
---|---|---|---|
John Mahoney | Equity Institutional Portfolio Manager | 2024 | now |
背景介紹 | John W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc. | ||
Nicholas Paul | Investment Product Manager and Consultant | 2022 | now |
背景介紹 | Nicholas J. Paul, CFA - 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 2010; previous positions include Investment Product Specialist. - Previous experience includes 9 years as an Investment Product Manager and Consultant at Putnam Investments. - Serves as a member of the US Equity Growth team - Affiliations include CFA Institute, CFA Society of Boston - Boston College, Master of Business Administration, honors, Beta Gamma Sigma - West Virginia University, Bachelor of Arts | ||
Camille Humphries Lee | Investment Officer | 2018 | 2024 |
背景介紹 | Camille Humphries Lee is Institutional Equity Portfolio Manager , as an Institutional Portfolio Manager, participates in the research process and strategy discussions, assesses portfolio risk, customizing portfolios to client objectives and guidelines, and management daily cash flows, communication of investment policy, strategy, and positioning. He Joined MFS in 2000. His previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation and 8 years as Research Analyst and Associate Analyst at Alex Brown. His Affiliations include CFA Institute, CFA Society of Boston. He got MBA from University of Virginia, and BA from University of Virginia. | ||
Thomas Melendez | Investment Officer | 2004 | 2019 |
背景介紹 | 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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