Alison Mackey
Director of Research - Equity at Massachusetts Financial Services Co.
Profile
Ms. Alison O.
Mackey is a Co-Chief Investment Officer of Equity Americas & Equity Portfolio Manager at Massachusetts Financial Services Co. She is also an investment officer and she is responsible for buy and sell decisions, portfolio construction and risk and cash management.
She also participates in the research management process and strategy discussions.
She currently serves on the MFS Global Equity Management Team.
Ms. Mackey joined the firm in 2005 as an equity research analyst after completing the firm's MBA summer internship program in 2004.
She was named director of research for North America in 2016 and assumed her portfolio manager role in 2018.
She has worked in the industry since 2000.
She has over 21 years of industry experience.
Ms. Mackey earned a Bachelor of Arts degree, cum laude, from Harvard University and an MBA from the Massachusetts Institute of Technology.
Alison Mackey active positions
| Companies | Position | Start |
|---|---|---|
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). | Director of Research - Equity | 2004-12-31 |
Training of Alison Mackey
| Harvard College | Undergraduate Degree |
| Massachusetts Institute of Technology | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
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 |
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