Peter Jones
Director/Board Member presso MFS SPECIAL VALUE TRUST
Profilo
Peter Darrell Jones is currently an Independent Trustee for multiple MFS funds, including MFS Charter Income Trust, MFS Government Markets Income Trust, MFS Intermediate Income Trust, MFS Multimarket Income Trust, MFS Municipal Income Trust, MFS Special Value Trust, MFS High Income Municipal Trust, MFS Intermediate High Income Fund, MFS Investment Grade Municipal Trust, and MFS High Yield Municipal Trust.
He is also a Member of the Governing Council for the Independent Directors Council and a Member of the Investment Advisory Council for the Florida State Board of Administration.
In the past, he served as Chairman for Templeton Institutional Funds, Inc. and Franklin Templeton Institutional LLC, as well as President for Franklin Templeton Distributors, Inc. from 1989 to 2015.
He also held positions as Tax Manager for PricewaterhouseCoopers LLP, President for InterSecurities, Inc., Independent Trustee for MFS California Municipal Fund, Trustee for Florida State University Foundation, Inc., and President for Idex Distributors, Inc.
Posizioni attive di Peter Jones
| Società | Posizione | Inizio |
|---|---|---|
| MFS MULTIMARKET INCOME TRUST | Director/Board Member | 01/01/2019 |
| MFS CHARTER INCOME TRUST | Director/Board Member | 01/01/2019 |
| MFS HIGH INCOME MUNICIPAL TRUST | Director/Board Member | 01/01/2019 |
| MFS HIGH YIELD MUNICIPAL TRUST | Director/Board Member | 01/01/2019 |
| MFS INTERMEDIATE HIGH INCOME FUND | Director/Board Member | 01/01/2019 |
| MFS INTERMEDIATE INCOME TRUST | Director/Board Member | 01/01/2019 |
| MFS INVESTMENT GRADE MUNICIPAL TRUST | Director/Board Member | 01/01/2019 |
| MFS GOVERNMENT MARKETS INCOME TRUST | Director/Board Member | 01/01/2019 |
| MFS SPECIAL VALUE TRUST | Director/Board Member | 01/01/2019 |
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Precedenti posizioni note di Peter Jones
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Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 18 |
|---|---|
MFS Charter Income Trust
 MFS Charter Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Charter Income Trust operates as a closed-end management investment trust. It invests its assets primarily in debt instruments. The company was founded on July 20, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Government Markets Income Trust
 MFS Government Markets Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Government Markets Income Trust is a closed-end management investment trust. Its assets include borrowings for investment purposes, in U.S. and foreign government securities. The fund portfolio may also provide investment grade quality debt instruments, including fund's assets in U.S., foreign and emerging market securities. The company was founded on May 28, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate Income Trust
 MFS Intermediate Income Trust Other Consumer ServicesConsumer Services MFS Intermediate Income Trust is a closed-end investment fund/investment trust. The Trust's investment objective is to seek high current income, but may also consider capital appreciation. The company was founded on December 30, 1987 and is headquartered in Boston, MA. | Consumer Services |
MFS Multimarket Income Trust
 MFS Multimarket Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Multimarket Income Trust operates as a closed-end Investment Fund/Investment Trust. The firm’s portfolio includes high yield corporate, high grade corporate, non-United States Government bonds, emerging markets bonds and mortgage-backed securities. It also includes United States Treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States Government agencies, residential mortgage-backed securities and collateralized debt obligations. The company was founded in 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Municipal Income Trust
 MFS Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Municipal Income Trust is a closed-end investment fund/investment trust. The company’s investment objective is to seek high current income, but may also consider capital appreciation. Its portfolio includes high yield corporate, high grade corporate, non-United States government bonds, emerging markets bonds, mortgage-backed securities, United States treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States government agencies, residential mortgage-backed securities and collateralized debt obligations. The company is headquartered in Boston, MA. | Miscellaneous |
MFS Special Value Trust
 MFS Special Value Trust Investment Trusts/Mutual FundsMiscellaneous MFS Special Value Trust operates as closed-end investment company. Its investment objective is to seek high current income, but may also consider capital appreciation by investing in debt instruments rated below investment grade and in foreign securities. The company was founded on November 17, 1989 and is headquartered in Boston, MA. | Miscellaneous |
| Templeton Institutional Funds, Inc. | Miscellaneous |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Franklin Templeton Distributors, Inc.
 Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The private company is based in San Mateo, CA. | Finance |
MFS High Income Municipal Trust
 MFS High Income Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Income Municipal Trust is a closed-end management investment company. Its objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The company was founded on January 9, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS High Yield Municipal Trust
 MFS High Yield Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Yield Municipal Trust is a closed-end investment fund. It primarily invests in tax-exempt bonds and tax-exempt notes. The company was founded on January 22, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate High Income Fund
 MFS Intermediate High Income Fund Investment Trusts/Mutual FundsMiscellaneous MFS Intermediate High Income Fund is a diversified closed-end management investment company. It provides high current income generally exempt from federal income taxes by investing primarily in medium and lower quality municipal securities. The company was founded on July 21, 1988 and is headquartered in Boston, MA. | Miscellaneous |
MFS Investment Grade Municipal Trust
 MFS Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS Investment Grade Municipal Trust is a closed-end management investment company, which engages in distribution of long-term capital gains and/or return of capital in order to maintain its managed distribution level. The company was founded in 1989, and is headquartered in Boston, MA. | Miscellaneous |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Finance |
| Florida State University Foundation, Inc. | |
MFS California Municipal Fund
 MFS California Municipal Fund Investment Trusts/Mutual FundsMiscellaneous MFS California Municipal Fund is a diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax and California personal income tax, but may also consider capital appreciation. The fund was formerly known as MFS California Insured Municipal Fund. The company was founded on October 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
| Florida State Board of Administration | Government |
| Independent Directors Council |
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