Philipp Burgener
Portfolio Manager-Fixed Income at Massachusetts Financial Services Co.
Profile
Mr. Philipp S.
Burgener, CFA, is a Fixed Income Portfolio Manager at Massachusetts Financial Services Co. .
He is an Investment Officer and member of the firm's limited duration portfolio management team.
He also has research analyst responsibilities.
He joined the firm in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group.
In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005.
He has over 23 years of industry experience.
Mr. Burgener earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University.
He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.
Philipp Burgener 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-Fixed Income | 2016-12-31 |
Training of Philipp Burgener
| Colgate University | Undergraduate Degree |
| Boston University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
- Stock Market
- Insiders
- Philipp Burgener
