Kevin Schmitz
Portfolio Manager-Aktien bei Massachusetts Financial Services Co.
Profil
Mr. Kevin J.
Schmitz is a Portfolio Manager at Massachusetts Financial Services Co. He is also Investment officer and equity portfolio manager.
He manages the firm's small and mid-cap value portfolios.
He assumed his current duties in 2011.
He joined MFS in 2002 as an equity research analyst covering financial stocks.
In 2009, he took on co-portfolio management duties in addition to his analyst role.
He has over 29 years of industry experience.
Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments.
He earned a bachelor's of business administration from of the University of Michigan.
Aktive Positionen von Kevin Schmitz
| Unternehmen | Position | Beginn |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Aktien | 01.01.2009 |
Ehemalige bekannte Positionen von Kevin Schmitz
| Unternehmen | Position | Ende |
|---|---|---|
Fidelity Investments Luxembourg SA
 Fidelity Investments Luxembourg SA Investment ManagersFinance Founded in 1988, Fidelity Investments Luxembourg SA is a subsidiary of FIL Ltd. that provides fund management services. The company is based in Luxembourg, Luxembourg. | Corporate Officer/Principal | 31.12.2001 |
Ausbildung von Kevin Schmitz
| University of Michigan | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Fidelity Investments Luxembourg SA
Fidelity Investments Luxembourg SA Investment ManagersFinance Founded in 1988, Fidelity Investments Luxembourg SA is a subsidiary of FIL Ltd. that provides fund management services. The company is based in Luxembourg, Luxembourg. | Finance |
