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Derek Beane
Gestionnaire de Portefeuille-Actions chez MFS Institutional Advisors, Inc.
Profil
Mr. Derek W.
Beane, CFA MBA, is an Investment Product Specialist at MFS Institutional Advisors, Inc. He joined MFS in 2014 and has over 17 years of investment experience.
In his current role, Mr. Beane is a member of the portfolio management team for the strategies he supports.
He participates in the research process and strategy discussions, assesses portfolio risk, and communicates investment policy, strategy and positioning to clients.
Prior to joining MFS, Mr. Beane spent seven years at John Hancock Investments as a portfolio specialist and director -- senior investment analyst from 2007 to 2014.
In this role, he served as a fund expert, articulating fund philosophy, process and positioning to the board, internal teams and external constituents.
Before John Hancock, he worked for five years as an investment research analyst and financial analyst at Fidelity Investments from 2002 to 2007.
Mr. Beane earned a Bachelor's degree from Clemson University and a Master of Business Administration degree from Boston College's Carroll School of Management.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Postes actifs de Derek Beane
Sociétés | Poste | Début |
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MFS Institutional Advisors, Inc.
![]() MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | 01/08/2022 |
Formation de Derek Beane
Clemson University | Undergraduate Degree |
Boston College Law School | Masters Business Admin |
Expériences
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Entreprise privées | 1 |
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MFS Institutional Advisors, Inc.
![]() MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals. | Finance |