Natalie Shapiro
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Dr. Natalie I.
Shapiro is a Portfolio Manager at Massachusetts Financial Services Co. She is an Investment Officer and Quantitative Research Analyst at the firm.
She is a member of the portfolio management team of several multi-asset strategies within the MFS Quantitative Solutions Group.
As an analyst, she is responsible for conducting research and analysis associated with alpha generation, portfolio management and asset allocation.
She works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process.
She joined MFS in 1997 as a quantitative research analyst and took on portfolio management responsibilities in 2007.
She has over 29 years of industry experience.
Prior to joining the firm, Dr. Shapiro served as a research associate for three years at the Federal Reserve Bank of Boston.
She earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
Natalie Shapiro 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 | 1996-12-31 |
Former positions of Natalie Shapiro
| Companies | Position | End |
|---|---|---|
| Federal Reserve Bank of Boston | Corporate Officer/Principal | 1996-12-30 |
Training of Natalie Shapiro
| Wellesley College | Undergraduate Degree |
| University of Pennsylvania | Doctorate 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 |
| Federal Reserve Bank of Boston | Government |
- Stock Market
- Insiders
- Natalie Shapiro
