Quantitative Team

Benjamin R. Nastou, CFA, is an investment officer and co-CIO of quantitative solutions at MFS Investment Management® (MFS®). In his role, he oversees quantitative portfolio management and research at the firm. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010 and co-director of quantitative solutions in 2021 before taking on his current role in 2024. Ben earned a Bachelor of Arts degree in economics and mathematics from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc. and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Jeffrey D. Morrison, CFA, is an investment officer and institutional portfolio manager at MFS Investment Management (MFS). In his role supporting the firm's Blended Research strategies, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning.

Jeff joined MFS in 2006 as an institutional portfolio manager and was named portfolio manager in 2011. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities as an institutional portfolio manager for the firm's Blended Research portfolios in January 2017. Before joining MFS, he served for eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management, where he was a voting member of the Investment Policy Committee and a member of the Senior Management Committee. He served as lead manager on various US and global equity mandates at Bissett/Franklin Templeton. Prior to that, he worked for six years as a US equity analyst and portfolio manager for Mulvihill Capital Management as well as working for two years as a capital markets analyst and one year as a bond and money market trader for CT Investment Counsel (CTIC).

Jeff earned a Bachelor of Business Management degree from Ryerson University (formerly Ryerson Polytechnical Institute) and holds the Chartered Financial Analyst (CFA) designation.

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.

Joseph C. Flaherty, Jr., is the chief investment risk officer, a multi-asset portfolio manager, and co-CIO of the quantitative solutions team at MFS Investment Management® (MFS®). In these roles, he oversees quantitative portfolio management and research at MFS, manages the firm's asset allocation and target date strategies and leads the firm's investment risk management efforts. Joe joined MFS as a fixed income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He assumed portfolio management responsibilities in 1999 and was named chief investment risk officer in 2005. In addition, he served as the director of the quantitative solutions team from 2005 to 2021. To broaden the leadership of the team, he was named a codirector of quantitative solutions and additional chief investment risk officers for fixed Income and equity in 2021. Joe earned a Bachelor of Science degree in mechanical engineering from Tufts University and a Master of Business Administration degree from Bentley University.