Kevin Schmitz
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Mr. Kevin J.
Schmitz is an Equity Portfolio Manager at Massachusetts Financial Services Co. He is also Investment officer and equity portfolio manager.
He manages the firm's small and mid-cap value portfolios.
He assumed his current duties in 2011.
He joined MFS in 2002 as an equity research analyst covering financial stocks.
In 2009, he took on co-portfolio management duties in addition to his analyst role.
He has over 29 years of industry experience.
Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments.
He earned a bachelor's of business administration from of the University of Michigan.
Kevin Schmitz 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). | Analyst-Equity | 2001-12-31 |
Former positions of Kevin Schmitz
| Companies | Position | End |
|---|---|---|
Fidelity Investments Luxembourg SA
 Fidelity Investments Luxembourg SA Investment ManagersFinance Founded in 1988, Fidelity Investments Luxembourg SA is a subsidiary of FIL Ltd. that provides fund management services. The company is based in Luxembourg, Luxembourg. | Corporate Officer/Principal | 2001-12-30 |
Training of Kevin Schmitz
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Fidelity Investments Luxembourg SA
Fidelity Investments Luxembourg SA Investment ManagersFinance Founded in 1988, Fidelity Investments Luxembourg SA is a subsidiary of FIL Ltd. that provides fund management services. The company is based in Luxembourg, Luxembourg. | Finance |
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