Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®), working directly on the firm's value and core equity portfolios. In addition, he serves as portfolio manager on the firm's U.S. research portfolios, providing general oversight of analyst-led portfolios.

Joe joined MFS in 2000 and was named institutional portfolio manager in 2005.

Prior to joining MFS, he was an investment analyst at UAM Investment Services, and also served as the director of Managed Accounts and a senior financial analyst at New England Securities. Joe began working in the investment industry in 1995.

He earned a Bachelor of Science degree in Finance from Boston College in 1991 and a Master of Business Administration degree from Boston University in 1995.

He holds Series 7 and 63 certifications from the Financial Industry Regulatory Authority (FINRA) and is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society.