Kevin Schmitz
Analyst-Equity bij Massachusetts Financial Services Co.
Profiel
Mr. Kevin J.
Schmitz is an Equity 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.
Actieve functies van Kevin Schmitz
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Analyst-Equity | 01-01-2002 |
Eerdere bekende functies van Kevin Schmitz
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Kevin Schmitz
| University of Michigan | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |