Joe MacDougall
Portfolio Manager-Equities at Massachusetts Financial Services Co.
Profile
Mr. Joseph G.
MacDougall, CFA MBA, is an Institutional Equity Portfolio Manager at Massachusetts Financial Services Co. He is an Investment Officer, working directly on the firm's mid and small cap value and large cap core equity portfolios.
In addition, he serves as portfolio manager on the firm's US and global research portfolios, providing general oversight of analyst-led portfolios.
He joined MFS in 2000 and was named Institutional Portfolio Manager in 2005.
He has over 28 years of industry experience.
Before joining the firm, he was an Investment Analyst at UAM Investment Services and also served as the Director of managed accounts and as a Senior Financial Analyst at New England Securities.
He began working in the investment industry in 1995.
Mr. Macdougall earned a Bachelor of Science degree in finance from Boston College and a Master of Business Administration degree from Boston University.
He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
Joe MacDougall active positions
| Companies | Position | Start |
|---|---|---|
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). | Portfolio Manager-Equities | 2004-12-31 |
Training of Joe MacDougall
| Boston College | Undergraduate Degree |
| Boston University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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