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Name | Titel | Seit | Bis |
---|---|---|---|
Ryan P. McAllister | Portfolio Manager | 2016 | Aktuell |
Biografie | - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude | ||
Roger M. Morley | Investment Officer | 2009 | Aktuell |
Biografie | - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA | ||
David R. Mannheim | Director | 2009 | 2018 |
Biografie | David R. Mannheim is an investment officer and equity portfolio manager of MFS Investment Management® (MFS®). David joined MFS in 1988 and was named portfolio manager in 1992 and director of International Equity Portfolio Management in 1999. He is a graduate of Amherst College and the MIT Sloan School of Management. | ||
Benjamin E. Segal | Managing Director | 2008 | 2009 |
Biografie | Benjamin Segal, CFA, Managing Director, joined the firm in 1998. Benjamin is a Portfolio Manager for the firm’s Institutional and Mutual Fund Global Equity team. Benjamin joined the firm from Invesco GT Global, where he was an assistant portfolio manager in global equities. Prior to that, he was a management consultant with Bain & Company. He also served as an investment analyst for both Lehman Brothers Asia and Wardley James Capel. | ||
David Levine | Portfolio Manager | 2006 | 2009 |
Biografie | David Levine, CFA, Senior Vice President, is an Associate Portfolio Manager on the Large Cap Value Fund. Since joining the firm’s Risk Arbitrage group in 1995, he has held a number of other portfolio management positions for multiple portfolio management teams, serving institutional and mutual fund clients. David earned a Bachelor’s of Engineering from The Cooper Union for the Advancement of Science and Art, and has been awarded the Chartered Financial Analyst designation | ||
Milu E. Komer | Portfolio manager | 2008 | 2008 |
Biografie | Milu, with fifteen years of financial and investment-related experience, is responsible for portfolio management and research in CRM’s investment group. Prior to joining the firm in 2008, Milu was Senior Vice President at Neuberger Berman Management Inc. and Neuberger Berman, LLC where she served as an analyst, associate portfolio manager and co-portfolio manager since 2001. In addition, Milu served as an associate in the J.P. Morgan Securities Debt Capital Markets Group and as a Foreign Exchange Trader in the Emerging Markets Group at Citibank. She began her career as a Financial Analyst in the International Equity Research and Asset Management Divisions of Goldman Sachs’ London office. She received a BA from Wellesley College and an MBA from The Wharton School of the University of Pennsylvania. | ||
Milu E. Komer | Portfolio manager | 2006 | 2007 |
Biografie | Milu, with fifteen years of financial and investment-related experience, is responsible for portfolio management and research in CRM’s investment group. Prior to joining the firm in 2008, Milu was Senior Vice President at Neuberger Berman Management Inc. and Neuberger Berman, LLC where she served as an analyst, associate portfolio manager and co-portfolio manager since 2001. In addition, Milu served as an associate in the J.P. Morgan Securities Debt Capital Markets Group and as a Foreign Exchange Trader in the Emerging Markets Group at Citibank. She began her career as a Financial Analyst in the International Equity Research and Asset Management Divisions of Goldman Sachs’ London office. She received a BA from Wellesley College and an MBA from The Wharton School of the University of Pennsylvania. | ||
Benjamin E. Segal | Managing Director | 2006 | 2007 |
Biografie | Benjamin Segal, CFA, Managing Director, joined the firm in 1998. Benjamin is a Portfolio Manager for the firm’s Institutional and Mutual Fund Global Equity team. Benjamin joined the firm from Invesco GT Global, where he was an assistant portfolio manager in global equities. Prior to that, he was a management consultant with Bain & Company. He also served as an investment analyst for both Lehman Brothers Asia and Wardley James Capel. | ||
Melody P. Sarnell | Managing Director, Portfolio Manager | 2006 | 2007 |
Biografie | Sarnell is a managing director and portfolio manager on the Global Equity team. She joined Neuberger Berman in 1997. Previously, she spent 13 years as a co-chairman at John A. Levin & Co. and also held analyst positions at John M. Blewer and Oppenheimer, where she began her career in 1978. |
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