Profile
Michael William Roberge is Chief Executive Officer & Trustee at MFS Charter Income Trust, MFS Government Markets Income Trust, and MFS Special Value Trust since 2021.
He is Chairman & Chief Executive Officer at MFS Investment Grade Municipal Trust since 2021.
He is Chairman at Massachusetts Financial Services Co. and MFS Institutional Advisors, Inc. since 1996 and 2025 respectively.
He is Chairman at Horizons for Homeless Children, Inc. since 2017.
He is Chairman & Chief Investment Officer at MFS International Growth LLC II.
He is Director at MFS Global Aggregate Opportunistic LLC and.
MFS Emerging Markets Debt.
LLC.
I.
He is Independent Trustee or 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 since 2021.
He is a Member of CFA Society Boston.
Former roles include Senior Municipal Analyst at Colonial Management Associates, Inc. and Credit Analyst at Moody's Investors Service, Inc. Education includes an MBA from Hofstra University conferred in 1992 and an undergraduate degree from Bemidji State University conferred in 1990.
Michael Roberge active positions
| Companies | Position | Start |
|---|---|---|
| MFS HIGH INCOME MUNICIPAL TRUST | Director/Board Member | 01/01/2021 |
| MFS GOVERNMENT MARKETS INCOME TRUST | Chief Executive Officer | - |
| MFS MUNICIPAL INCOME TRUST | Director/Board Member | 01/01/2021 |
| MFS CHARTER INCOME TRUST | Chief Executive Officer | 01/01/2021 |
| MFS SPECIAL VALUE TRUST | Chief Executive Officer | 01/01/2021 |
| MFS MULTIMARKET INCOME TRUST | Director/Board Member | 01/01/2021 |
| MFS INTERMEDIATE INCOME TRUST | Director/Board Member | 01/01/2021 |
| MFS HIGH YIELD MUNICIPAL TRUST | Director/Board Member | 01/01/2021 |
| MFS INTERMEDIATE HIGH INCOME FUND | Director/Board Member | 01/01/2021 |
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Former positions of Michael Roberge
| Companies | Position | End |
|---|---|---|
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| ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Michael Roberge
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 21 |
|---|---|
Colonial Management Associates, Inc.
Colonial Management Associates, Inc. Investment ManagersFinance Provides investment services | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance 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 manages exposure to asset classes, markets, and currencies, primarily using derivatives. The firm utilizes various investment techniques to implement their investment strategies. In addition, they may use exchange-traded and OTC derivatives to manage currency or interest rate exposure. | Finance |
MFS Special Value Trust
MFS Special Value Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Charter Income Trust
MFS Charter Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Government Markets Income Trust
MFS Government Markets Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Multimarket Income Trust
MFS Multimarket Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Intermediate Income Trust
MFS Intermediate Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS High Income Municipal Trust
MFS High Income Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS High Yield Municipal Trust
MFS High Yield Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Investment Grade Municipal Trust
MFS Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS Municipal Income Trust
MFS Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MFS International Growth LLC II
MFS International Growth LLC II Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
MFS Global Aggregate Opportunistic LLC
MFS Global Aggregate Opportunistic LLC Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund | Miscellaneous |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bemidji State University
Bemidji State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Horizons for Homeless Children, Inc.
Horizons for Homeless Children, Inc. Miscellaneous Commercial ServicesCommercial Services Offers child care and educational services for the homeless children | Commercial Services |
MFS Intermediate High Income Fund
MFS Intermediate High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
CFA Society Boston
CFA Society Boston CFA Society Boston is a company based in Boston. | |
MFS Emerging Markets Debt LLC I
MFS Emerging Markets Debt LLC I Financial ConglomeratesFinance Functions as an investment fund | Finance |
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