Barnaby Mark Wiener

Founder at

Treebeard Trust

59 year

Finance

Miscellaneous

Profile

Barnaby Mark Wiener is the founder of Treebeard Trust.
He previously worked as a Portfolio Manager at Massachusetts Financial Services Co., an Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. in 1990, and as an Equity Portfolio Manager & Head of Sustainability at MFS International (UK) Ltd. from 2020 to 2024.

Barnaby Mark Wiener active positions

Companies	Position	Start
Treebeard Trust Treebeard Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable trust that supports transformational initiatives	Founder	-

All active positions of Barnaby Mark Wiener

Former positions of Barnaby Mark Wiener

Companies	Position	End
MFS International (UK) Ltd. MFS International (UK) Ltd. Investment ManagersFinance MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline.	Portfolio Manager-Equities	2024-03-31
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Portfolio Manager-Equities	2003-12-30
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	1990-01-01

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Linked companies

Private companies	4
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
MFS International (UK) Ltd. MFS International (UK) Ltd. Investment ManagersFinance MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline.	Finance
Treebeard Trust Treebeard Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable trust that supports transformational initiatives	Miscellaneous