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اسم | العنوان | منذ | حتى |
---|---|---|---|
Michael Skatrud | Portfolio Manager | 2018 | الآن |
السيرة الذاتية | Michael Skatrud, CFA, is an investment officer and fixed income research analyst at MFS Investment Management (MFS). He is responsible for identifying the most attractive investment opportunities in his assigned coverage universe and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Michael joined MFS in 2013 from Columbia Management, where he had worked as a high yield analyst for four years. Previously, he was a senior credit analyst at Oppenheimer Funds, Inc., for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996. Michael earned a Bachelor of Science from the University of Wisconsin and holds a Master of Business Administration from the University of Pennsylvania's Wharton School of Business. He is a CFA charter holder and a member of the CFA Society Boston. | ||
David P. Cole | Portfolio Manager | 2013 | الآن |
السيرة الذاتية | David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation. | ||
William J. Adams | Director | 2013 | 2018 |
السيرة الذاتية | William J. Adams, CFA, is an investment officer and director of Fixed Income at MFS Investment Management® (MFS®). Bill's responsibilities include managing MFS' team of fixed-income research analysts as well as serving on the portfolio management team of several of the firm's fixed-income strategies. Bill joined MFS as a corporate credit analyst in 1997 and was named portfolio manager in 2000. He left MFS in 2005 and re-joined the firm in 2009 as director of High Yield Research. The following year, he was appointed director of Credit Research. He was named high-yield portfolio manager in May 2011. In 2011, he was appointed director of Fixed Income along with Joshua Marston. During his tenure at MFS, Bill's coverage responsibilities have varied across a number of sectors, including industrials, media, cable, telecommunication, retail, and consumer products. As a portfolio manager, he has invested across a variety of both investment-grade and high-yield corporate bond securities. Prior to joining MFS, Bill was a credit/securities analyst at Conseco Capital Management from 1994 to 1997, where his responsibilities included investment-grade and high-yield credit, as well as equity coverage. From 1991 to 1994, he served as a lending officer at Mellon Bank. Bill received a BA in 1988 from LaSalle University. In 1990, he was awarded an MA from Indiana University where he also received an MBA in 1991. He has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a member of the Boston Security Analysts Society. |
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