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Name | Title | Since | Until |
---|---|---|---|
Jonathan W. Sage | Investment Officer, Portfolio Manager | 2015 | Now |
Biography | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. | ||
James C. Fallon | Investment Officer, Portfolio Manager | 2015 | Now |
Biography | As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Equity Quantitative Research Analyst; Equity Research Associate; - Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - University of New Hampshire, BA | ||
John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2015 | Now |
Biography | - Quantitative Portfolio Manager - Investment Officer - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative;. - John re-joined the firm in 2001. His original start date was February 1999. - Affiliations include CFA Institute, CFA Society of Boston,. - Lehigh University, BS | ||
Matthew W. Krummell | Investment Officer,Portfolio Manager | 2015 | Now |
Biography | - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa |
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