BNET Industries

MFS Investment Management

is in the Financial Services Industry

Last Fiscal Year Sales:$1.3B
  • Private
  • US
Dow Jones Description

MFS Investment Management is a global investment firm managing equity and fixed income assets for institutional and individual investors worldwide. Founded in 1924, MFS established one of the world?s first in-house fundamental research departments in 1932. We continue to evolve our research and management capabilities to meet clients? changing investment needs. In the 1970s, we introduced our first quantitative capabilities. Today, MFS offers a broad range of investment styles that combine both fundamental and quantitative research and portfolio management. Our investment philosophy has remained consistent: to identify opportunities on behalf of clients based on comprehensive research and bottom-up security selection. MFS? culture is investment-driven, client-centered, and collaborative. We believe that the best way to achieve superior long-term results for clients is to hire talented professionals who work effectively as a team and support them with a research-rich environment. To underscore our values of collaboration and accountability, we structure ownership and compensation to reward long-term investment performance and teamwork. Up to 22% ownership of MF S is available to key contributors. Our majority shareholder since 1982 has been Sun Life Financial, Inc.

President, CEO & Chief Investment Officer
J. Robert Manning
Number of Employees 2,521
Contact Information

500 Boylston St

Boston, Massachusetts 02116

www.mfs.com

(800) 637-2262

NAICS Code Open-End Investment Funds: 525910

Recent Events

  • Sun Life Financial Q3 Loss Narrows - Update

    11/05/09 - Financial Announcement - View Story

  • MFS Announces Closed-End Fund Distributions

    11/02/09 - Stock Split / Dividend - View Story

  • MFS Investment Management Appoints Brooks Taylor As Portfolio Manager Of MFS Special Value Trust -...

    9/24/09 - Mgmt. Change Entering - Manager - View Story

  • MFS Announces Closed-End Fund Distributions

    9/01/09 - Stock Split / Dividend - View Story

News & Analysis

mfs investment management and new york stock exchange - All News and Analysis

Decision Makers

Name (plus bio) Position
J. Robert Manning President, CEO & Chief Investment Officer
Bill Pluckhahn Vice President
John Riley Vice President, Corp Communications
Karen Gray Vice President, Institutional Sales
Karen Jordan Vice President; Director, Public Funds
Nancy Nagler Vice President of Learning and Development
Paula Chapman Regional Vice President
Robert Marren Vice President, Consultant Relations
Sean Kenney Assistant Vice President, Public Funds
Siobhan Acheson Vice President, Consultant Relations
Annie Healy Managing Director, United Kingdom & Ireland
Betsy Palmer Director, Global Institutional Product Management & Consultant Relations
Christopher Callahan Director of North American Sales & Relationship Management
Youlia Bowerman Manager, Strategic Product Services
Michael Grossman Equity Research Analyst

Organization Position Status
MFS Investment Management President, CEO & Chief Investment Officer Current

Organization Position Status
MFS Investment Management Vice President Current

Organization Position Status
MFS Investment Management Vice President, Corp Communications Current
Clarica Life Insurance Company Vice President, Canadian Sales Force Former

Organization Position Status
MFS Investment Management Vice President, Institutional Sales Current

Organization Position Status
MFS Investment Management Vice President; Director, Public Funds Current

Organization Position Status
MFS Investment Management Vice President of Learning and Development Current
The Executive Coaching Forum Vice President of Learning Current
Keystone Associates, LLC Current
The Executive Coaching Forum Board of Directors Current
Camden Consulting Group Vice President Former

Paula Chapman is a Regional Vice President for MFS Investment Management, one of the top ten investment management firms in the U.S. As an RVP, Paula works with financial advisors on investment product selection, portfolio construction and business development ideas designed to attract and retain clients. With over 15 years of experience in financial services sales, Paula served as an RVP at Wells Fargo Funds Management Group and Sentinel Financial prior to MFS. She also worked as an investor relations professional for five years, managing all aspects of financial and corporate communication for publicly-traded companies. Paula received a Certified Investment Management Analyst (CIMA) designation in 2006 and Certified Fund Specialist (CFS) designation in 2005, and holds three securities licenses - Series 7, 22 and 63. She received a B.S. in Journalism/Public Relations from the University of Colorado-Boulder.

Organization Position Status
MFS Investment Management Regional Vice President Current
Fwasf Board of Directors Current
The Sentinel Former
University of Colorado at Boulder B.S. In Journalism, Public Relations Former

Organization Position Status
MFS Investment Management Vice President, Consultant Relations Current

Organization Position Status
MFS Investment Management Assistant Vice President, Public Funds Current

Organization Position Status
MFS Investment Management Vice President, Consultant Relations Current

Organization Position Status
MFS Investment Management Managing Director, United Kingdom & Ireland Current
MFS Investment Management Director, Marketing Former

Organization Position Status
MFS Investment Management Director, Global Institutional Product Management & Consultant Relations Current

Organization Position Status
MFS Investment Management Director of North American Sales & Relationship Management Current

Organization Position Status
MFS Investment Management Manager, Strategic Product Services Current

Michael Grossman is an equity research analyst for MFS Investment Management and lives in Boston's South End. Michael has been active in youth civic affairs having participated in the Citizen Schools and Power Lunch programs and coached ice hockey in South Boston. In addition, he has led in the development of a young alumni association for his high school, the Kingswood-Oxford School in West Hartford, CT, where he currently serves as a Co-Chair of the Young Alumni Club and is involved in fundraising efforts. Michael is a graduate of the University of Pennsylvania where he received a bachelor's degree in Philosophy, Politics and Economics.

Organization Position Status
MFS Investment Management Equity Research Analyst Current
City On A Hill Board of Directors Current
University of Pennsylvania Bachelor's Degree Former
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