Jeffrey D. Morrison

Jeffrey D. Morrison, CFA Quantitative Institutional Portfolio Manager Jeffrey D. Morrison, CFA, is an investment officer and a quantitative 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, and he also communicates investment policy, strategy performance, and portfoio positioning to clients. Jeff also serves as a co-portfolio manager of the firm’s Canadian Balanced portfolios. Jeff joined MFS in 2006 as an institutional portfolio manager and became a 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 also 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. He is a member of the CFA Society of Boston and the CFA Society of Nashville.