Jeffrey Morrison
Gestionnaire de Portefeuille-Actions chez Massachusetts Financial Services Co.
Provenance du réseau au premier degré de Jeffrey Morrison
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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).
162
| Subsidiary | Investment Managers | 162 |
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.
81
| Subsidiary | Investment Managers | 81 |
Toronto Metropolitan University of
27
| College/University | Other Consumer Services | 27 |
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 was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans.
19
| Subsidiary | Investment Managers | 19 |
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.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeffrey Morrison via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity President Corporate Officer/Principal Analyst-Equity | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Director/Board Member Director/Board Member | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
Templeton Investment Counsel LLC
 Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal Economist | |
| WORLD FINANCIAL SPLIT CORP. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| TOP 10 SPLIT TR UN | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
| CORE CANADIAN DIVIDEND TRUST | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
| MULVIHILL S SPLIT CORP. | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
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 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. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, 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. | Investment Managers | Director of Research - Equity Chief Executive Officer Analyst-Equity Portfolio Manager-Equities | |
| CANADIAN UTILITIES & TELECOM INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 38 |
| Canada | 12 |
| Israël | 2 |
Sectorielle
| Consumer Services | 24 |
| Miscellaneous | 19 |
| Finance | 8 |
| Government | 2 |
Opérationnelle
| Corporate Officer/Principal | 108 |
| Director/Board Member | 104 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 86 |
| Analyst-Equity | 71 |
Relations les plus connectées
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Robert Charles Pozen | 39 |
| Michael Roberge | 21 |
| John Germain | 18 |
| Peggy Shiu | 13 |
| Wen Kai Xiang | 13 |
| Bill Adams | 10 |
| Matt Krummell | 8 |
| David M. Earnest | 8 |
| Michael Skatrud | 8 |
| David Shindler | 7 |
| Thomas Melendez | 7 |
| Raymond Jean Jacobs | 7 |
| Marc Weidner | 7 |
| Gary A. Lasman | 6 |
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