Michael Roberge

Chief Executive Officer at MFS GOVERNMENT MARKETS INCOME TRUST

59 year

Miscellaneous

Finance

Consumer Services

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	31/12/2020
MFS GOVERNMENT MARKETS INCOME TRUST	Chief Executive Officer	-
MFS MUNICIPAL INCOME TRUST	Director/Board Member	31/12/2020
MFS CHARTER INCOME TRUST	Chief Executive Officer	31/12/2020
MFS SPECIAL VALUE TRUST	Chief Executive Officer	31/12/2020
MFS MULTIMARKET INCOME TRUST	Director/Board Member	31/12/2020
MFS INTERMEDIATE INCOME TRUST	Director/Board Member	31/12/2020
MFS HIGH YIELD MUNICIPAL TRUST	Director/Board Member	31/12/2020
MFS INTERMEDIATE HIGH INCOME FUND	Director/Board Member	31/12/2020
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All active positions of Michael Roberge

Former positions of Michael Roberge

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See the detail of Michael Roberge's experience

Training of Michael Roberge

Experiences
Positions held

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Private companies

See the detail of Michael Roberge's experience

Connections

1st degree connections

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Executives

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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