James Fallon
Analyst-Equity at Massachusetts Financial Services Co.
Profile
Mr. James C.
Fallon is a Equity Portfolio Manager at Massachusetts Financial Services Co. He is an investment officer of the firm and manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team.
He is responsible for final buy and sell decisions, portfolio construction, and risk and cash management.
Additionally, he participates in the research process and strategy discussions.
He has over 22 years of industry experience.
He joined the firm in 1999 as a securities lending administrator.
He was promoted to equity research associate in 2000, and was named equity quantitative research analyst in 2001.
He assumed his current role in 2007.
He has over 25 years of industry experience.
Prior to joining the firm, Mr. Fallon served as mutual fund custody accountant for Investors Bank & Trust.
He earned a bachelor's degree from the University of New Hampshire and a MBA from Boston University.
He is a member of the CFA Institute and the Boston Security Analysts Society.
James Fallon 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 | 1999-12-31 |
Former positions of James Fallon
| Companies | Position | End |
|---|---|---|
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | - |
Training of James Fallon
| Boston University | Masters Business Admin |
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
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