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Name | Title | Since | Until |
---|---|---|---|
Jeffrey D. Morrison | Portfolio Manager | 2006 | Now |
Biography | Jeffrey D. Morrison, CFA - Investment Officer - Institutional Portfolio Manager - As an Institutional Equity 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 2006 - Previous experience includes 8 years as Portfolio Manager at Franklin Templeton Investments; 6 years as U.S. Equity Research Analyst/Portfolio Manager at Mulvihill Capital Managem | ||
Robert Spector | Vice President | 2005 | Now |
Biography | - 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 | ||
Peter Kotsopoulos | Managing Director | 2002 | Now |
Not Disclosed | - | 2002 | 2005 |
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