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Speaker
Derek Beane, director, investment product specialist, global product group, MFS Investment Management
Derek Beane is a director and investment product specialist in the global product group at MFS Investment Management. In the role, he works closely with the portfolio management teams and is responsible for communicating investment philosophy, process and the positioning of MFS’ investment strategies and for providing investment perspective to financial advisors and MFS’ sales force and relationship managers.
Before joining the firm in 2014, Beane spent seven years at John Hancock Investments, most recently as a portfolio specialist and director — senior investment analyst. In this role, he served as a fund expert, articulating fund philosophy, process and positioning to John Hancock’s investment board of directors as well as internal and external constituents. Previously, Beane spent five years as an investment research analyst and financial analyst at Fidelity Investments, working closely with Fidelity’s defined contribution group.
Beane earned a master of business administration from Boston College’s Carroll School of Management and a bachelor’s degree from Clemson University. He’s a CFA charter holder and a member of the Boston Security Analysts Society.