Bradford Mak
Portfolio Manager-Equities at Massachusetts Financial Services Co.
Network origin in Bradford Mak first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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).
131
| Subsidiary | Investment Managers | 131 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bradford Mak via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Undergraduate Degree Undergraduate Degree | |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| University of California | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
| MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Secretary | |
| International Monetary Fund | General Government | Economist Economist Corporate Officer/Principal | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate 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 | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
MFS Investment Management Foundation, Inc.
 MFS Investment Management Foundation, Inc. Movies/EntertainmentConsumer Services MFS Investment Management Foundation, Inc. operates a sports club. | Movies/Entertainment | Corporate Officer/Principal Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Questrom School of Business | College/University | Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
| United States | 49 |
| Canada | 3 |
Sectoral
| Consumer Services | 30 |
| Finance | 11 |
| Miscellaneous | 11 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 99 |
| Undergraduate Degree | 96 |
| Director/Board Member | 85 |
| Analyst-Equity | 79 |
| Portfolio Manager-Equities | 75 |
Most connected contacts
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Robert Charles Pozen | 39 |
| Michael Roberge | 21 |
| Heidi Hardin | 17 |
| Henry Peabody | 10 |
| Bill Adams | 10 |
| Matt Krummell | 8 |
| Michael Skatrud | 8 |
| David Shindler | 7 |
| Sheba Alexander | 7 |
| Matt Doherty | 7 |
| Thomas Melendez | 7 |
| Jeffrey Morrison | 7 |
| Eric Fischman | 6 |
| David Cole | 6 |
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