Jeffrey Morrison
Gestionnaire de Portefeuille-Actions chez Massachusetts Financial Services Co.
Profil
Jeffrey Dennis Morrison is currently working as an Institutional Portfolio Manager at Massachusetts Financial Services Co. He previously worked as a Portfolio Manager at Massachusetts Financial Services Co. from 2006 to 2012, as an Institutional Portfolio Manager at MFS Investment Management Canada Ltd.
from 2012 to 2017, as a Portfolio Manager at Franklin Advisers, Inc. from 1998 to 2005, as an Equity Analyst at Mulvihill Capital Management, Inc. from 1991 to 1997, and as a Capital Markets Analyst at CT Investment Counsel (U.S), Inc. from 1989 to 1990.
He received his undergraduate degree from Toronto Metropolitan University in 1986.
Postes actifs de Jeffrey Morrison
| Sociétés | Poste | Début |
|---|---|---|
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). | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
Anciens postes connus de Jeffrey Morrison
| Sociétés | Poste | Fin |
|---|---|---|
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
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). | Gestionnaire de Portefeuille-Actions | 01/02/2012 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Mulvihill Capital Management, Inc.
 Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill Capital Management, Inc. (Mulvihill) is a privately-held, Canadian investment management firm headquartered in Toronto, Ontario. The firm was originally founded in 1984 by the Canada Trust Company under the name CT Investment Counsel, Inc. to manage the institutional and pension fund business of the Canada Trust Co. In 1995, John Mulvihill purchased the firm from Canada Trust and subsequently change the firm name into Mulvihill Capital Management, Inc. and as Strathbridge Asset Management, Inc. in 2011. They change their name back to Mulvihill Capital Management Inc. in 2022. Mulvihill is dedicated to yield enhancement strategies for both retail, high net worth, and institutional clients. | Analyst-Equity | 31/12/1997 |
| CT Investment Counsel (U.S), Inc. | Corporate Officer/Principal | 31/12/1990 |
Formation de Jeffrey Morrison
| Toronto Metropolitan University of | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
Mulvihill Capital Management, Inc.
Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill Capital Management, Inc. (Mulvihill) is a privately-held, Canadian investment management firm headquartered in Toronto, Ontario. The firm was originally founded in 1984 by the Canada Trust Company under the name CT Investment Counsel, Inc. to manage the institutional and pension fund business of the Canada Trust Co. In 1995, John Mulvihill purchased the firm from Canada Trust and subsequently change the firm name into Mulvihill Capital Management, Inc. and as Strathbridge Asset Management, Inc. in 2011. They change their name back to Mulvihill Capital Management Inc. in 2022. Mulvihill is dedicated to yield enhancement strategies for both retail, high net worth, and institutional clients. | Finance |
| CT Investment Counsel (U.S), Inc. | |
Lawrence Regional Technology Center, Inc.
 Lawrence Regional Technology Center, Inc. Miscellaneous Commercial ServicesCommercial Services Lawrence Regional Technology Center, Inc. offers tenant and business development services. It provides corporate formation, market research and analysis, competitor research, business plan writing and development, business valuation, assistance with raising debt and equity financing, and financial management services. The company was founded in 1994 and is headquartered in Lawrence, KS. | Commercial Services |