Steven Gorham
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Mr. Steven R.
Gorham, CFA MBA, is an Equity Portfolio Manager at Massachusetts Financial Services Co. As a member of the portfolio management teams for the firm's Value and Global Balanced portfolios, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management, and he participates in the research process and strategy discussions.
He also serves on the MFS Global Equity Management team.
He joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991.
He joined the equity research department in 1992 and became a research analyst in 1993 before being named portfolio manager in 2000.
He also previously served as director of Equity -- North America from 2016 to 2019.
He has over 34 years of industry experience.
He is a graduate of the University of New Hampshire and has a Master of Business Administration degree from Boston College.
He is a member of The Boston Security Analysts Society and holds the Chartered Financial Analyst designation.
Steven Gorham active positions
Companies | Position | Start |
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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). | Analyst-Equity | 01/01/1993 |
Training of Steven Gorham
University of New Hampshire | Undergraduate Degree |
Boston College | Masters Business Admin |
Experiences
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Connections
1st degree connections
1st degree companies
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Linked companies
Private companies | 1 |
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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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