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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Joseph G. MacDougall | Portfolio Manager | 2008 | now |
自傳 | - As an Equity 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 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS | ||
Katrina A. Mead | Portfolio manager | 2005 | 2011 |
自傳 | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 | ||
Management Team | - | 1996 | 2005 |
自傳 | Team Managed |
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