Joseph C. Flaherty

Overview

Joseph C. Flaherty, Jr., is the chief investment risk officer, a multi-asset portfolio manager, and co-director 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 function. He also serves as chairman of the Investment Management Committee and is a member of the MFS Global Equity Management team and the MFS Global Fixed Income Management team. 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 2002 and became chief investment risk officer in 2005. In addition, Joe served as the director of the Quantitative Solutions team from 2005 to 2021. To broaden the leadership of the Quantitative Solutions team, he named a co-director 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.