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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Edward (ted) M. Maloney | CIO (Chief Investment Officer) | 2012 | 2021 |
自傳 | Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS. | ||
T. Kevin Beatty | CIO (Chief Investment Officer) | 2012 | 2021 |
自傳 | Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors. | ||
Manmeet Bhatia | Portfolio Manager/Investment Strategist | 2005 | 2018 |
自傳 | Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion. | ||
Edward (ted) M. Maloney | CIO (Chief Investment Officer) | 2012 | 2014 |
自傳 | Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS. | ||
T. Kevin Beatty | CIO (Chief Investment Officer) | 2012 | 2014 |
自傳 | Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors. |
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