Michael Roberge
Chief Executive Officer at MFS GOVERNMENT MARKETS INCOME TRUST
Network origin in Michael Roberge first degree
Entity | Entity type | Industry | |
---|---|---|---|
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).
247
| Subsidiary | Investment Managers | 247 |
Hofstra University
63
| College/University | Other Consumer Services | 63 |
Horizons for Homeless Children, Inc.
Horizons for Homeless Children, Inc. Miscellaneous Commercial ServicesCommercial Services 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.
33
| Non-Profit Organization | Miscellaneous Commercial Services | 33 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
Mutual Fd-Closed End | Other Consumer Services | 17 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
Bemidji State University
8
| College/University | Other Consumer Services | 8 |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSE: SLF, NYSE: SLF) in Canada. Founded in 1986, MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals.
5
| Subsidiary | Investment Managers | 5 |
MFS International Growth LLC II
MFS International Growth LLC II Investment Trusts/Mutual FundsMiscellaneous MFS International Growth LLC II operates as an investment holding company. The company is headquartered in Boston, MA.
5
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 |
MFS Emerging Markets Debt LLC I
MFS Emerging Markets Debt LLC I Financial ConglomeratesFinance Part of Sun Life Financial, Inc., MFS Emerging Markets Debt LLC I is an investment fund. The private company is based in Boston, MA.
4
| Subsidiary | Financial Conglomerates | 4 |
CFA Society Boston
4
| Non-Profit Organization | 4 | |
MFS Global Aggregate Opportunistic LLC
4
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Roberge via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Trading-Equity General Counsel | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
THE TRAVELERS COMPANIES | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Fixed Income | |
The Travelers Indemnity Co.
The Travelers Indemnity Co. Specialty StoresRetail Trade Part of The Travelers Cos., Inc., The Travelers Indemnity Co. is a provider of insurance coverage for architects and engineers, as well as small businesses across various industries. The private company is based in Hartford, CT. The company also offers tips for preventing damage to homes, businesses, and automobiles. The company was founded by James G. Batterson. Alan D. Schnitzer has been the CEO of the company since 2007. | Specialty Stores | Director/Board Member Director/Board Member | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Director/Board Member | |
Travelers Property Casualty Corp.
Travelers Property Casualty Corp. Property/Casualty InsuranceFinance Travelers Property Casualty Corporation its commercial insurance services include multi-peril, workers' compensation, liability and property and casualty products and Personal insurance services include automotive and homeowners insurance. It is headquartered in Hartford, Connecticut in the US. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
MFS Fund Distributors, Inc.
MFS Fund Distributors, Inc. Investment Banks/BrokersFinance MFS Fund Distributors, Inc. engages in security brokers, dealers, and flotation companies. The company is headquartered in Boston, MA. | Investment Banks/Brokers | Director/Board Member President | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Doctorate Degree Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin | |
Bentley University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Boston College | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Suffolk University | College/University | Graduate Degree Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Director/Board Member Graduate Degree Undergraduate Degree Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree Director/Board Member Director/Board Member Undergraduate Degree | |
MFS Mutual Funds | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
F.W. Olin Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Independent Directors Council | Corporate Officer/Principal Director/Board Member | ||
The Boston Foundation
The Boston Foundation Miscellaneous Commercial ServicesCommercial Services The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA. | Miscellaneous Commercial Services | Chairman Director/Board Member | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
International Monetary Fund | General Government | Economist Corporate Officer/Principal |
Statistics
International
United States | 47 |
Canada | 4 |
Sectoral
Consumer Services | 28 |
Finance | 14 |
Miscellaneous | 4 |
Commercial Services | 3 |
Retail Trade | 2 |
Operational
Director/Board Member | 249 |
Corporate Officer/Principal | 174 |
Independent Dir/Board Member | 125 |
Undergraduate Degree | 77 |
Portfolio Manager-Equities | 58 |
Most connected contacts
Insiders | |
---|---|
Marcus Smith | 43 |
Clarence Otis | 39 |
Laurie Thomsen | 27 |
James Kilman | 26 |
Michael Eisenson | 25 |
John Caroselli | 22 |
Rob Manning | 20 |
Peter Jones | 20 |
Steven Buller | 18 |
Heidi Hardin | 17 |
John Kavanaugh | 17 |
Amjad Ahmad | 16 |
John M. Corcoran | 16 |
Maryanne Roepke | 16 |
Maureen Goldfarb | 16 |
- Stock Market
- Insiders
- Michael Roberge
- Company connections