Large Cap Value SMA

Katie Cannan is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value Equity portfolio management team, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. She also participates in the research process and strategy discussions. Katie joined MFS in 2013 as an equity research analyst following her participation in the firm's MBA Summer Internship program in 2012. She added portfolio management responsibilities in 2019. She previously spent two years as an associate for Thomas H. Lee Partners and two years as an analyst for Goldman, Sachs & Co. She began her career in the financial services industry in 2007. Katie earned a Bachelor of Arts degree magna cum laude in economics from Northwestern University and is a member of Phi Beta Kappa. She also earned a Masters of Business Administration degree from Harvard Business School.

Nevin Chitkara is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). In his role as a manager on several large cap value portfolios, he is responsible for buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions. Nevin joined MFS in 1997. Prior to being named portfolio manager in 2006, he was an equity research analyst specializing in the industrial, consumer staples, telecommunications, business services and transportation industries. Previously, he served on the corporate audit and business development staffs of General Electric Co. Nevin earned a Bachelor of Science degree from Boston University, graduating magna cum laude. He also holds a Master of Business Administration degree from the MIT Sloan School of Management. He serves as a Board member of the Wake Forest University School of Business.

Thomas P. Crowley, CFA, is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value Equity portfolio management team, he is responsible for buy and sell decisions, portfolio construction, risk control and cash management. He also participates in the research process and strategy discussions. Thomas joined MFS in 2007. He worked as an investment officer and equity research analyst before taking on his current role in 2025. He was the team leader for the firm's Capital Goods sector research team. Previously, he was a research analyst in the consumer discretionary and staples sector teams at Putnam Investments for seven years. Thomas received a Bachelor of Arts degree from the College of the Holy Cross and an MBA from the Tuck School of Business at Dartmouth. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is an affiliate of CFA Society Boston.

Jonathan W. Sage, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jonathan joined MFS in 2000 as a quantitative equity research analyst and assumed his current role in 2005. He began his career in the financial services industry in 1995. Jonathan earned a bachelor's degree from Tufts University and a Master of Business Administration degree and Master of Science degree in finance from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.

Kate Mead, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, she participates in the research process and in strategy discussions, communicates investment policy, strategy and positioning, customizes portfolios to client objectives and guidelines and manages daily cash flows. In addition, Kate is a member of the firm's IPM Global Leadership team, which includes oversight of the North American Equity IPM team. Kate joined MFS in 1997 as an equity research analyst specializing in global auto and auto parts, medical devices, telecom and networking, and US regional banks. She assumed her current role in 2002. Prior to joining the firm, she spent two years as a financial analyst for Coopers & Lybrand. Kate earned a Bachelor of Science degree in finance from Villanova University, graduating magna cum laude, and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania. She holds the Chartered Financial Analyst certification and is a member of the Boston Security Analysts Society.