Kevin Beatty
Head-Equity Investments chez Massachusetts Financial Services Co.
Profil
Mr. T.
K.
Beatty is a Portfolio Manager at Massachusetts Financial Services Co. In his role, he partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients.
He joined the firm in 2002 as an equity research analyst and was named portfolio manager in 2004.
He served as the director of equity for North America from 2011 to 2014 and as director of US research from 2007 through 2019.
He became chief investment officer of global equity in 2015.
During his five years as global equity CIO, he worked to further enhance the firm's equity platform, including by developing a broader leadership team across the Americas, Europe and Asia.
In 2020, he took on a more focused role as co-CIO of the Americas while continuing to carry out his portfolio management duties.
He has over 37 years of industry experience.
Prior to joining the firm, he was an equity analyst and sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.
He earned a Bachelor of Arts degree from St. Bonaventure University and a Master of Business Administration degree from Babson College.
Postes actifs de Kevin Beatty
| 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). | Head-Equity Investments | 01/01/2015 |
Anciens postes connus de Kevin Beatty
| Sociétés | Poste | Fin |
|---|---|---|
| Fleet Investment Advisors | Analyst-Equity | - |
| Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Equity | - |
Formation de Kevin Beatty
| Babson College | Masters Business Admin |
| St. Bonaventure University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
| Fleet Investment Advisors | Finance |
| Fleet Financial Group, Inc. | Finance |
