Michael W. Roberge

Chief Executive Officer at Massachusetts Financial Services Company

Michael W. Roberge

Michael W. Roberge

Chief Executive Officer at Massachusetts Financial Services Company

Overview
Career Highlights

MFS Institutional Advisors, Inc.
The Boston Security Analysts Society, Inc.
Massachusetts Financial Services Company

RelSci Relationships

895

Primary Location

Wayland, MA, United States

Number of Boards

11

Number of Awards

1

Contact Data
Trying to get in touch with Michael W. Roberge? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Michael W. Roberge likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Officer at MFS International Growth LLC

Relationship likelihood: Strong

Chairman & Co-Chief Executive Officer at Massachusetts Financial Services Company

Relationship likelihood: Strong

Managing Director at Massachusetts Financial Services Company

Relationship likelihood: Strong

Fund Advisor at MFS Institutional Advisors, Inc.

Relationship likelihood: Strong

Director at MFS International Growth LLC

Relationship likelihood: Strong

Director at MFS International Growth LLC

Relationship likelihood: Strong

Executive Officer at Mfs International Concentrated Equity LLC

Relationship likelihood: Strong

Co-Head of Global Distribution at Massachusetts Financial Services Company

Relationship likelihood: Strong

Chief Investment Risk Officer at Massachusetts Financial Services Company

Relationship likelihood: Strong

Senior Managing Director, Global Client Group at Massachusetts Financial Services Company

Relationship likelihood: Strong

Paths to Michael W. Roberge
Potential Connections via
Relationship Science
You
Michael W. Roberge
Chief Executive Officer at Massachusetts Financial Services Company
Education
MBA, Distinction
Class of 1992

Hofstra University's Frank G. Zarb School of Business is a dynamic educational community located just 25 miles from New York City, the world's business capital, and home to one of the top undergraduate business programs in the nation, according to Bloomberg Business Week. It is among only 10 percent of business schools to earn accreditation in both business and accounting from AACSB International, a rigorous certification that attests to how well the Zarb School prepares its graduates for today's global business environment. The Martin B. Greenberg Trading Room, equipped with 34 Bloomberg terminals, is among the largest and most technologically advanced academic facilities in the nation, where students access the same data and analytics used by financial professionals.

Business Administration
Class of 1990

Bemidji State University is a school in Bemidji.

Career History
Chairman of the Board & Chief Investment Officer
2013 - Current

MFS Institutional Advisors (MFSI) primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manage exposure to asset classes, markets, and currencies, primarily through the use of derivatives. MFSI utilizes various investment techniques to implement their investment strategies, including, but not limited to, long- and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter (OTC) derivatives or other methods. In addition, they may use exchange-traded and OTC derivatives to manage, currency or interest rate exposure. While MFSI may use derivatives for any investment purpose, MFSI generally uses derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate or currency exposure, or as an alternative to direct investments.

Chief Executive Officer
1996 - Current

MFS Investment Management utilizes various investment techniques to implement its investment strategies, including, but not limited to, long and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter derivatives or other methods to seek to achieve performance. They employ a variety of methods to evaluate securities, including fundamental and quantitative analysis. MFS Investment Management offers fundamental, active and research-driven equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets. Fixed income strategy offers total return focused and credit oriented approach. Multi-Asset strategy is goal-oriented, diversified and disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection. MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns. MFS Blended Research is an approach to active equity management that combines the firm's fundamental research expertise with highly systematic quantitative research.

Executive Officer
Current
Boards & Committees
Board Member
2008 - Current

MFS Investment Management utilizes various investment techniques to implement its investment strategies, including, but not limited to, long and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter derivatives or other methods to seek to achieve performance. They employ a variety of methods to evaluate securities, including fundamental and quantitative analysis. MFS Investment Management offers fundamental, active and research-driven equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets. Fixed income strategy offers total return focused and credit oriented approach. Multi-Asset strategy is goal-oriented, diversified and disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection. MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns. MFS Blended Research is an approach to active equity management that combines the firm's fundamental research expertise with highly systematic quantitative research.

Chairman of the Board & Chief Investment Officer
Current

MFS Institutional Advisors (MFSI) primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manage exposure to asset classes, markets, and currencies, primarily through the use of derivatives. MFSI utilizes various investment techniques to implement their investment strategies, including, but not limited to, long- and short-term purchases, short sales, margin transactions, options, and exchange-traded and over-the-counter (OTC) derivatives or other methods. In addition, they may use exchange-traded and OTC derivatives to manage, currency or interest rate exposure. While MFSI may use derivatives for any investment purpose, MFSI generally uses derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate or currency exposure, or as an alternative to direct investments.

Director
Current
Vice Chairman, Board of Directors
2017 - Current

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.

Member, Board of Directors
2012 - Current

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Member, Board of Governors
Current

ICI engages in three core missions: encouraging adherence to high ethical standards by all industry participants; advancing the interests of funds, their shareholders, directors, and investment advisors; and promoting public understanding of mutual funds and other investment companies.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$50K - $100K
2016

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.

$50K - $100K
2015

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.

$50K - $100K
2014

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.

Political Donations
$2,700
2016

Former Senator from New Hampshire

$1,000
2012

Former Senator from New Hampshire

Transactions
Details Hidden

MFS Emerging Markets Debt LLC raised money in a private placement transaction

Details Hidden

Mfs International Concentrated Equity LLC raised money in a private placement transaction

Details Hidden

MFS Global Equity LLC raised money in a private placement transaction

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Michael W. Roberge. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Michael W. Roberge's profile does not indicate a business or promotional relationship of any kind between RelSci and Michael W. Roberge.
  • be_ixf; php_sdk; php_sdk_1.4.15
  • https://relationshipscience.com/person/michael-w-roberge-3292817
  • https://relationshipscience.com/person/michael-w-roberge-3292817