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名前 | タイトル | 以来 | まで |
---|---|---|---|
Katherine A. Cannan | Associate | 2020 | now |
伝記 | Katherine Ann Cannan - Investment Officer - Portfolio Manager - As an Equity 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 2013; previous positions include Equity Research Analyst; MFS Summer Intern. - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co.. - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi | ||
Nevin P. Chitkara | Investment Officer | 2010 | now |
伝記 | Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co. | ||
Sadiq S. Adatia | CIO (Chief Investment Officer) | 2016 | 2021 |
伝記 | As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Before joining BMO GAM, Sadiq was CIO at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada.He is a Fellow of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries. | ||
Chhad Aul | Portfolio Manager | 2014 | 2020 |
伝記 | Chhad Aul is Portfolio Manager for Sun Life Global Investments. Prior to joining Sun Life, Chhad was Vice President & Senior Portfolio Manager at State Street Global Advisors. In this role, he was responsible for the management of active quantitative equity mandates and also served on the firm’s Canadian Investment Committee, participating in the development of the team’s tactical asset allocation views and positioning. Prior to that, Chhad was an Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities. | ||
Steven R. Gorham | Portfolio Manager | 2010 | 2020 |
伝記 | Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. | ||
Chhad Aul | Portfolio Manager | 2014 | 2015 |
伝記 | Chhad Aul is Portfolio Manager for Sun Life Global Investments. Prior to joining Sun Life, Chhad was Vice President & Senior Portfolio Manager at State Street Global Advisors. In this role, he was responsible for the management of active quantitative equity mandates and also served on the firm’s Canadian Investment Committee, participating in the development of the team’s tactical asset allocation views and positioning. Prior to that, Chhad was an Associate Portfolio Manager at Hillsdale Investment Management and a Quantitative Analyst at TD Securities. | ||
Sadiq S. Adatia | CIO (Chief Investment Officer) | 2010 | 2015 |
伝記 | As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Before joining BMO GAM, Sadiq was CIO at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada.He is a Fellow of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries. |
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