Eric Braz
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Mr. Eric J.
Braz, CFA MBA, is an Equity Portfolio Manager at Massachusetts Financial Services Co. As a member of the portfolio management team of the MFS Global Small-Mid Cap and MFS US Mid Cap Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.
He also participates in the research process and strategy discussions.
He joined MFS in 2007 as an equity research analyst.
Before joining the firm, he served as a consultant for Bates White, LLC, working in the firm's corporate finance and environmental and product liabilities practices for three years in Washington, D.C.
He earned a Bachelor of Science degree from Pennsylvania State University and a Master of Business Administration degree from the University of Chicago Booth School of Business, where he was a Robert Toigo Foundation Fellow.
He holds the Chartered Financial Analyst designation from the CFA Institute.
Eric Braz active positions
Companies | Position | Start |
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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). | Analyst-Equity | 2006-12-31 |
Training of Eric Braz
The Pennsylvania State University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
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1st degree companies
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Private companies | 1 |
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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 |
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