Brooks Taylor
Portfolio Manager-Equities at Massachusetts Financial Services Co.
Profile
Mr. Brooks A.
Taylor is an Equity Portfolio Manager at Massachusetts Financial Services Co. He is also an investment officer.
In this role, he responsible for final buy and sell decisions, portfolio construction and risk and cash management.
Additionally, he participates in the research process and strategy discussions.
He joined MFS in 1996 as an equity research analyst and assumed portfolio management responsibilities in 2000.
He has over 30 years of industry experience.
Prior to joining the firm, he worked as an analyst for Lodestar Group, a subsidiary of Société Générale; Fidelity Management and Research Company; and Salomon Brothers.
He earned a Bachelor of Arts degree in economics from Yale University and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania.
Brooks Taylor 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). | Portfolio Manager-Equities | 1999-12-31 |
Former positions of Brooks Taylor
Companies | Position | End |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | - |
LODESTAR Corp.
LODESTAR Corp. Packaged SoftwareTechnology Services LODESTAR Corp. provided data management and energy operations solutions. The firm offered meter data management, commercial and industrial (C&I) billing, load research, load forecasting and pricing, load profiling, and settlement and transaction management solutions to the utilities industry. The company was founded in 1978 and was headquartered in Peabody, MA. | Corporate Officer/Principal | - |
Training of Brooks Taylor
University of Pennsylvania | Masters Business Admin |
Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
LODESTAR Corp.
LODESTAR Corp. Packaged SoftwareTechnology Services LODESTAR Corp. provided data management and energy operations solutions. The firm offered meter data management, commercial and industrial (C&I) billing, load research, load forecasting and pricing, load profiling, and settlement and transaction management solutions to the utilities industry. The company was founded in 1978 and was headquartered in Peabody, MA. | Technology Services |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
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