Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the firm’s global equity portfolio management team. Ryan joined MFS in 2007 after participating in the MFS Summer MBA Internship Program in 2006. Prior to joining the firm, he served for three years as an assistant vice president in the loan administration/distressed debt group of LaSalle Bank, N.A. and was a basic industries analyst for the investment banking division of Deutsche Bank for two years. He was named portfolio manager in September 2016. Ryan graduated summa cum laude from the University of Notre Dame, earning his Bachelor of Business Administration degree with a double major in finance and computer applications. He also received his Master of Business Administration degree with honors from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.
Roger M. Morley is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a co‐portfolio manager of the firm’s Global Equity, Global Concentrated and European Core Equity strategies. Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009. Prior to joining the firm he worked in London for Deutsche Bank AG, first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking department. Roger is a graduate of St. Catharine’s College, University of Cambridge, where he earned a Masterof Arts degree in History. He also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France.