Joe Flaherty
Investment Committee Member at Massachusetts Financial Services Co.
Profile
Mr. Joseph C.
Flaherty is a Chief Investment Risk Officer & Director of Quantitative Solutions at Massachusetts Financial Services Co. He is an investment officer and has over 36 years of industry experience.
He serves as the Chairman of the Investment Management Committee.
He also is a member of the MFS Global Equity Management team and the MFS Global Fixed Income Management team.
He is a portfolio manager of the firm's asset allocation and target date portfolios.
He joined the firm as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996 followed by portfolio manager in 1999.
He became chief investment risk officer and director of the Quantitative Solutions team in 2005.
He has over 38 years of industry experience.
He earned a Bachelor of Science degree in mechanical engineering from Tufts University and an MBA from Bentley University.
Joe Flaherty 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). | Investment Committee Member | 1992-12-31 |
Training of Joe Flaherty
| Tufts University | Undergraduate Degree |
| Bentley University | 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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