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Michael Roberge
Chief Executive Officer at MFS GOVERNMENT MARKETS INCOME TRUST
Profile
Michael William Roberge is currently the Chairman & Chief Executive Officer at Massachusetts Financial Services Co. He is also the Chief Executive Officer & Trustee at MFS Charter Income Trust, MFS Government Markets Income Trust, MFS Special Value Trust, and MFS Investment Grade Municipal Trust.
Additionally, he serves as the Chairman & Chief Executive Officer at MFS Institutional Advisors, Inc. Mr. Roberge is an Independent Trustee at MFS Intermediate Income Trust, MFS Multimarket Income Trust, MFS Municipal Income Trust, MFS High Income Municipal Trust, MFS Intermediate High Income Fund, and MFS High Yield Municipal Trust.
He is also the Vice Chairman at Horizons for Homeless Children, Inc. Furthermore, he holds positions as the Chairman & Chief Investment Officer at MFS International Growth LLC II and as a Director at MFS Global Aggregate Opportunistic LLC and MFS Emerging Markets Debt LLC I.
Mr. Roberge is a Member of CFA Society Boston.
In the past, he worked as a Senior Municipal Analyst at Colonial Management Associates, Inc. and as a Credit Analyst at Moody's Investors Service, Inc. He holds an MBA from Hofstra University and an undergraduate degree from Bemidji State University.
Latest news about Michael Roberge
Michael Roberge active positions
| Companies | Position | Start |
|---|---|---|
| MFS HIGH INCOME MUNICIPAL TRUST | Director/Board Member | 2020-12-31 |
| MFS GOVERNMENT MARKETS INCOME TRUST | Chief Executive Officer | - |
| MFS MUNICIPAL INCOME TRUST | Director/Board Member | 2020-12-31 |
| MFS CHARTER INCOME TRUST | Chief Executive Officer | 2020-12-31 |
| MFS SPECIAL VALUE TRUST | Chief Executive Officer | 2020-12-31 |
| MFS MULTIMARKET INCOME TRUST | Director/Board Member | 2020-12-31 |
| MFS INTERMEDIATE INCOME TRUST | Director/Board Member | 2020-12-31 |
| MFS HIGH YIELD MUNICIPAL TRUST | Director/Board Member | 2020-12-31 |
| MFS INTERMEDIATE HIGH INCOME FUND | Director/Board Member | 2020-12-31 |
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Former positions of Michael Roberge
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Training of Michael Roberge
| Bemidji State University | Undergraduate Degree |
| Hofstra University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 19 |
|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Investment ManagersFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Finance |
| Colonial Management Associates, Inc. | Finance |
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 was founded in 1986 and 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. (TSX: SLF, NYSE: SLF) in Canada. 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. | Finance |
Horizons for Homeless Children, Inc.
 Horizons for Homeless Children, Inc. Miscellaneous Commercial ServicesCommercial Services Horizons for Homeless Children, Inc. operates as a day care center. The company was founded by Roger H. Brown, Michael Richard Eisenson and Linda A. Mason and is headquartered in Roxbury, MA. | Commercial Services |
MFS International Growth LLC II
 MFS International Growth LLC II Investment Trusts/Mutual FundsMiscellaneous MFS International Growth LLC II operates as an investment holding company. The company is headquartered in Boston, MA. | Miscellaneous |
| MFS Global Aggregate Opportunistic LLC | Miscellaneous |
MFS Emerging Markets Debt LLC I
 MFS Emerging Markets Debt LLC I Financial ConglomeratesFinance Part of Sun Life Financial, Inc., MFS Emerging Markets Debt LLC I is an investment fund. The company is based in Boston, MA. | Finance |
MFS High Income Municipal Trust
 MFS High Income Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Income Municipal Trust is a closed-end management investment company. Its objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The company was founded on January 9, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Government Markets Income Trust
 MFS Government Markets Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Government Markets Income Trust is a closed-end management investment trust. Its assets include borrowings for investment purposes, in U.S. and foreign government securities. The fund portfolio may also provide investment grade quality debt instruments, including fund's assets in U.S., foreign and emerging market securities. The company was founded on May 28, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Municipal Income Trust
 MFS Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Municipal Income Trust is a closed-end investment fund/investment trust. The company’s investment objective is to seek high current income, but may also consider capital appreciation. Its portfolio includes high yield corporate, high grade corporate, non-United States government bonds, emerging markets bonds, mortgage-backed securities, United States treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States government agencies, residential mortgage-backed securities and collateralized debt obligations. The company is headquartered in Boston, MA. | Miscellaneous |
MFS Charter Income Trust
 MFS Charter Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Charter Income Trust operates as a closed-end management investment trust. It invests its assets primarily in debt instruments. The company was founded on July 20, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Special Value Trust
 MFS Special Value Trust Investment Trusts/Mutual FundsMiscellaneous MFS Special Value Trust operates as closed-end investment company. Its investment objective is to seek high current income, but may also consider capital appreciation by investing in debt instruments rated below investment grade and in foreign securities. The company was founded on November 17, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Multimarket Income Trust
 MFS Multimarket Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Multimarket Income Trust operates as a closed-end Investment Fund/Investment Trust. The firm’s portfolio includes high yield corporate, high grade corporate, non-United States Government bonds, emerging markets bonds and mortgage-backed securities. It also includes United States Treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States Government agencies, residential mortgage-backed securities and collateralized debt obligations. The company was founded in 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate Income Trust
 MFS Intermediate Income Trust Other Consumer ServicesConsumer Services MFS Intermediate Income Trust is a closed-end investment fund/investment trust. The Trust's investment objective is to seek high current income, but may also consider capital appreciation. The company was founded on December 30, 1987 and is headquartered in Boston, MA. | Consumer Services |
MFS High Yield Municipal Trust
 MFS High Yield Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Yield Municipal Trust is a closed-end investment fund. It primarily invests in tax-exempt bonds and tax-exempt notes. The company was founded on January 22, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate High Income Fund
 MFS Intermediate High Income Fund Investment Trusts/Mutual FundsMiscellaneous MFS Intermediate High Income Fund is a diversified closed-end management investment company. It provides high current income generally exempt from federal income taxes by investing primarily in medium and lower quality municipal securities. The company was founded on July 21, 1988 and is headquartered in Boston, MA. | Miscellaneous |
MFS Investment Grade Municipal Trust
 MFS Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS Investment Grade Municipal Trust is a closed-end management investment company, which engages in distribution of long-term capital gains and/or return of capital in order to maintain its managed distribution level. The company was founded in 1989, and is headquartered in Boston, MA. | Miscellaneous |
CFA Society Boston
 CFA Society Boston CFA Society Boston is a company based in Boston. |
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