Katie Cannan
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Ms. Katherine A.
Cannan is a Portfolio Manager at Massachusetts Financial Services Co. As a member of the firm's US Large Cap Value Equity portfolio management team, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management.
She also participates in the research process and strategy discussions.
She joined MFS in 2013 as an equity research analyst.
She has 16 years of industry experience.
Ms. Cannan previously spent two years as an Associate for Thomas H.
Lee Partners and two years as an Analyst for Goldman, Sachs & Co. She began her career in the financial services industry in 2007.
Ms. Cannan earned a Bachelor of Arts degree magna cum laude in Economics from Northwestern University and is a member of Phi Beta Kappa.
She also earned a Masters of Business Administration degree from Harvard Business School.
Katie Cannan 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). | Analyst-Equity | 31/08/2013 |
Training of Katie Cannan
| Northwestern University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
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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