MFS Investment Management Executive and Leadership Team

July, 2026

Leadership Overview

MFS Investment Management has 10 executives leading key functions including strategy, finance, technology, and distribution.

Driven by a legacy of active management, MFS Investment Management is dedicated to delivering superior investment results and client service through a global network of investment professionals.

Leadership Roles at MFS Investment Management

  • Chief Executive Officer - Ravi Perera
  • Chief Financial Officer - Amrit Kanwal
  • Ice Data Services President & Chief Operating Officer - Caroline Martin
  • President & Global Co-Head of Distribution - Carol Geremia
  • Fund President - David DiLorenzo
  • President, Mfs Service Center - Margarheeta Wise
  • Chief Technology Officer - Jey Amalraj
  • Chief Information Officer, Co Equity (Asia) - Jeanine Thomson
  • Chief Human Resources Officer - Anne Marie Bernard
  • Executive VP & General Counsel - Heidi Hardin
  • Ravi Perera - Chief Executive Officer

    Ravi Perera, the Chief Executive Officer at MFS Investment Management, directs the firm's global strategy and overall business operations. Perera oversees the strategic vision for MFS, ensuring alignment with market dynamics and client needs across its worldwide investment offices. This leadership role involves guiding the executive team in executing MFS's active, global asset management approach. Ravi Perera drives the company's commitment to delivering superior investment results and maintaining its established reputation in the finance industry. The Chief Executive Officer's purview encompasses fostering innovation and ensuring operational excellence across all facets of the organization, solidifying MFS's position in the global financial landscape.

    Amrit Kanwal - Chief Financial Officer

    Amrit Kanwal, the Chief Financial Officer at MFS Investment Management, manages the company's financial health and strategic fiscal planning. Kanwal directs all financial operations, including accounting, treasury, and financial reporting, ensuring robust fiscal management for MFS's global asset management activities. This executive's responsibilities extend to capital allocation, risk management, and investor relations, supporting the firm's long-term growth objectives. Amrit Kanwal plays a critical part in shaping financial strategies that align with MFS's mission of delivering exceptional investment performance. The Chief Financial Officer's oversight ensures financial integrity and supports strategic decision-making across MFS's international operations.
    Amrit Kanwal

    Caroline Martin - Ice Data Services President & Chief Operating Officer

    Caroline Martin, the Ice Data Services President & Chief Operating Officer at MFS Investment Management, leads the strategic direction and operational execution for MFS's data services division. Martin oversees the development and delivery of critical data solutions that support MFS's investment management activities and client reporting globally. This executive's responsibilities include managing operational efficiency, driving innovation in data services, and ensuring the integrity and accessibility of financial data. Caroline Martin's leadership is vital for enhancing MFS's data capabilities and supporting its active, global asset management mandate. The President & Chief Operating Officer ensures that Ice Data Services functions as a key enabler of MFS's overall business strategy.

    Carol Geremia - President & Global Co-Head of Distribution

    Carol Geremia, the President & Global Co-Head of Distribution at MFS Investment Management, spearheads the firm's global sales and distribution strategies. Geremia leads efforts to expand MFS's market reach and strengthen relationships with clients and partners across all regions. This executive's focus is on driving revenue growth and ensuring MFS's investment solutions are accessible to a broad range of investors worldwide. Carol Geremia plays a pivotal role in communicating MFS's value proposition and fostering client loyalty. The President & Global Co-Head of Distribution ensures effective market penetration and client engagement, supporting MFS's position as a leading global asset manager.
    Carol Geremia

    David DiLorenzo - Fund President

    David DiLorenzo, the Fund President at MFS Investment Management, oversees the strategic management and performance of MFS's investment funds. DiLorenzo is responsible for ensuring that the funds meet their investment objectives and comply with all regulatory requirements. This role involves close collaboration with portfolio managers and distribution teams to align fund strategies with market opportunities and client needs. David DiLorenzo's leadership is critical for maintaining investor confidence and driving the success of MFS's fund offerings. The Fund President ensures the integrity and performance of MFS's diverse fund lineup, supporting the firm's commitment to active asset management.

    Margarheeta Wise - President, Mfs Service Center

    Margarheeta Wise, the President, Mfs Service Center at MFS Investment Management, directs the operations and strategic development of the MFS Service Center. Wise oversees the delivery of exceptional client service and operational support, ensuring efficiency and accuracy across all service functions. This leadership role is vital for maintaining strong client relationships and enhancing the overall client experience with MFS. Margarheeta Wise focuses on optimizing service delivery processes and implementing best practices to meet evolving client demands. The President, Mfs Service Center ensures that MFS provides world-class support, reinforcing the firm's commitment to client satisfaction and operational excellence.
    Margarheeta Wise

    Jey Amalraj - Chief Technology Officer

    Jey Amalraj, the Chief Technology Officer at MFS Investment Management, architects and executes the firm's technology strategy. Amalraj leads the development and implementation of innovative technological solutions that support MFS's global asset management operations and enhance client services. This role involves overseeing all aspects of information technology, including infrastructure, cybersecurity, and digital transformation initiatives. Jey Amalraj ensures that MFS leverages cutting-edge technology to maintain its competitive edge in the finance industry. The Chief Technology Officer's focus is on driving technological advancements that improve efficiency, security, and the overall investment process for MFS's worldwide client base.

    Jeanine Thomson - Chief Information Officer, Co Equity (Asia)

    Jeanine Thomson, the Chief Information Officer, Co Equity (Asia) at MFS Investment Management, directs technology and information strategy for the Asian equity investment operations. Thomson oversees the technology infrastructure and systems supporting MFS's investment teams and client services within the Asian market. This leadership position involves ensuring seamless integration of technology with investment processes and compliance requirements specific to the region. Jeanine Thomson's expertise is crucial for driving technological innovation and operational efficiency in MFS's Asian equity business. The Chief Information Officer, Co Equity (Asia) ensures that technology solutions effectively support MFS's global asset management objectives in a key growth region.

    Anne Marie Bernard - Chief Human Resources Officer

    Anne Marie Bernard, the Chief Human Resources Officer at MFS Investment Management, leads the company's human capital strategy and talent management initiatives. Bernard oversees all aspects of HR, including recruitment, employee development, compensation, and benefits, ensuring MFS attracts and retains top talent globally. This role is critical for fostering a high-performance culture that supports MFS's active, global asset management mission. Anne Marie Bernard drives initiatives aimed at employee engagement and organizational effectiveness across MFS's worldwide operations. The Chief Human Resources Officer ensures that MFS's workforce is equipped and motivated to achieve the firm's strategic objectives and deliver exceptional client value.

    Heidi Hardin - Executive VP & General Counsel

    Heidi Hardin, the Executive VP & General Counsel at MFS Investment Management, provides strategic legal counsel and oversees all legal affairs for the firm. Hardin directs the legal department, ensuring MFS operates in compliance with global regulations and manages legal risks effectively. This position is integral to safeguarding the company's interests and supporting its extensive investment activities worldwide. Heidi Hardin's expertise is essential for navigating the complex legal landscape of the global asset management industry. The Executive VP & General Counsel ensures that MFS adheres to all legal and regulatory requirements, underpinning the firm's commitment to ethical business practices and client trust.

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    Frequently Asked Questions Regarding MFS Investment Management Top Executives and Leadership Team

    Who leads MFS Investment Management?
    MFS Investment Management is led by Ravi Perera (Chief Executive Officer), along with executives such as Amrit Kanwal (Chief Financial Officer) and Caroline Martin (Ice Data Services President & Chief Operating Officer).
    Who is part of MFS Investment Management’s executive team?
    The executive team of MFS Investment Management includes leaders such as Ravi Perera (Chief Executive Officer), Amrit Kanwal (Chief Financial Officer), Caroline Martin (Ice Data Services President & Chief Operating Officer) and other senior executives.
    How many executives does MFS Investment Management have?
    MFS Investment Management has 10 executives leading key business areas.
    What roles are included in MFS Investment Management’s leadership team?
    The leadership team of MFS Investment Management includes roles such as Chief Executive Officer, Chief Financial Officer, Ice Data Services President & Chief Operating Officer, President & Global Co-Head of Distribution, Fund President.