People: MFS Municipal Income Trust (MFM)

MFM on New York Consolidated

6.74USD
23 Jan 2015
Change (% chg)

$0.05 (+0.75%)
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$6.69
Open
$6.74
Day's High
$6.75
Day's Low
$6.71
Volume
85,676
Avg. Vol
86,586
52-wk High
$6.82
52-wk Low
$6.26

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Summary

Name Age Since Current Position

David Gunning

72 2004 Independent Chairman of the Board of Trustees

John Corcoran

49 2011 President

Frank Tarantino

70 2004 Independent Chief Compliance Officer

David DiLorenzo

46 2012 Treasurer

James Yost

54 2011 Deputy Treasurer

Kino Clark

46 2012 Assistant Treasurer

Kasey Philips

43 2012 Assistant Treasurer

Mark Polebaum

62 2006 Secretary, Clerk

Christopher Bohane

40 2005 Assistant Secretary, Assistant Clerk

Thomas Connors

54 2012 Assistant Secretary, Assistant Clerk

Ethan Corey

50 2005 Assistant Secretary, Assistant Clerk

Brian Langenfeld

41 2006 Assistant Secretary, Assistant Clerk

Susan Newton

64 2005 Assistant Secretary, Assistant Clerk

Susan Pereira

43 2005 Assistant Secretary, Assistant Clerk

Richard Weitzel

44 2007 Assistant Secretary, Assistant Clerk

Steven Buller

60 Independent Trustee

Robert Butler

72 2006 Independent Trustee

Maureen Goldfarb

59 2009 Independent Trustee

William Gutow

72 1993 Independent Trustee

Michael Hegarty

69 2004 Independent Trustee

John Kavanaugh

59 2009 Independent Trustee

Robert Manning

50 2004 Trustee

Maryanne Roepke

58 Trustee

J. Dale Sherratt

75 1989 Independent Trustee

Laurie Thomsen

57 2005 Independent Trustee

Robert Uek

73 2006 Independent Trustee

Biographies

Name Description

David Gunning

Mr. David H. Gunning is an Independent Chairman of the Board of Trustees of MFS Municipal Income Trust. Mr. Gunning has substantial executive and board experience at publicly-traded and privately-held companies, including past service as the Vice Chairman and a director of Cleveland-Cliffs Inc. (now Cliffs Natural Resources Inc.), a director of Lincoln Electronic Holdings, Inc., and a director of Southwest Gas Corp. He is the former Chairman and Chief Executive Officer of Capitol American Financial Corp. Mr. Gunning is also a former partner and head of the corporate department of Jones Day, a international law firm.

John Corcoran

Mr. John M. Corcoran is President of MFS Municipal Income Trust. He has been Senior Vice President Massachusetts Financial Services Company (since October 2008). He was Senior Vice President State Street Bank and Trust (financial services provider) (until September 2008).

Frank Tarantino

Mr. Frank L. Tarantino is Independent Chief Compliance Officer of MFS Municipal Income Trust. He has been Principal of Tarantino LLC (provider of compliance services).

David DiLorenzo

Mr. David L. DiLorenzo is Treasurer of MFS Municipal Income Trust. He has been Senior Vice President of Massachusetts Financial Services Company.

James Yost

Mr. James O. Yost is Deputy Treasurer of MFS Municipal Income Trust. He has been Senior Vice President Massachusetts Financial Services Company.

Kino Clark

Mr. Kino Clark serves as Assistant Treasurer of MFS Municipal Income Trust. He has been Vice President of Massachusetts Financial Services Company.

Kasey Philips

Mr. Kasey L. Philips is Assistant Treasurer of MFS Municipal Income Trust. He has been Vice President of Massachusetts Financial Services Company. and Senior Vice President, Fund Treasurer of Wells Fargo Funds Management, LLC.

Mark Polebaum

Mr. Mark N. Polebaum is Secretary, Clerk of MFS Municipal Income Trust. He has been Executive Vice President, General Counsel and Secretary of Massachusetts Financial Services Company since January 2006. He was Partner of Wilmer Cutler Pickering Hale and Dorr LLP (law firm) (until January 2006).

Christopher Bohane

Mr. Christopher R. Bohane is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. He has been Vice President and Assistant General Counsel of Massachusetts Financial Services Company.

Thomas Connors

Mr. Thomas H. Connors is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. He has been Vice President and Senior Counsel of Massachusetts Financial Services Company and Director and Senior Counsel of Deutsche Investment Management Americas Inc.

Ethan Corey

Mr. Ethan D. Corey is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. He has been Senior Vice President and Associate General Counsel of Massachusetts Financial Services Company.

Brian Langenfeld

Mr. Brian E. Langenfeld is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. He has been Vice President and Senior Counsel of Massachusetts Financial Services Company (since May 2006). He was Assistant Vice President and Counsel of John Hancock Advisers, LLC (until April 2006).

Susan Newton

Ms. Susan S. Newton is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. She has been Senior Vice President and Associate General Counsel of Massachusetts Financial Services Company.

Susan Pereira

Ms. Susan A. Pereira is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. She has been Vice President and Senior Counsel of Massachusetts Financial Services Company.

Richard Weitzel

Mr. Richard S. Weitzel is Assistant Secretary, Assistant Clerk of MFS Municipal Income Trust. He has been Senior Vice President and Associate General Counsel of Massachusetts Financial Services Company.

Steven Buller

Mr. Steven E. Buller is Independent Trustee of the MFS MUNICIPAL INCOME TRUST. Mr. Buller has substantial accounting, investment management, and executive experience at firms within the investment management industry. Mr. Buller was the Chief Financial Officer of BlackRock, Inc. (“BlackRock”), where he oversaw BlackRock’s tax department, internal audit and control functions, and the global corporate and investment company accounting policy. Prior to joining BlackRock, Mr. Buller was an auditor at Ernst & Young LLP for over 30 years, where he served as Global Director of Asset Management and as the audit partner for various investment company complexes. Mr. Buller is chairman of the Financial Accounting Standards Advisory Council and a member of the Standing Advisory Group of the Public Company Accounting Oversight Board. He has also served on the boards of BlackRock Finco UK, a privately-held company, and Person-to-Person, a community service organization.

Robert Butler

Mr. Robert Ellsworth Butler, CPA, is an Independent Trustee of MFS Municipal Income Trust. Mr. Butler has substantial accounting and compliance consulting experience for clients in the investment management industry. Mr. Butler was a partner at PricewaterhouseCoopers LLP (“PWC”) (including its predecessor firms) for 24 years, and led the firm’s National Regulatory Compliance Consulting Group, specializing in compliance consulting for investment management clients, including mutual funds and investment advisers. During his tenure at PWC, he served for ten years as a consultant to the independent directors/trustees for two fund groups during their contract deliberation processes. He also conducted branch reviews of insurance broker/dealers selling variable products. Since retiring from PWC, Mr. Butler has worked as a consultant to mutual fund boards and investment advisers on regulatory and compliance matters. He has served as, or assisted, the independent compliance consultant in conjunction with the implementation of SEC market timing orders at three fund groups.

Maureen Goldfarb

Ms. Maureen R. Goldfarb is an Independent Trustee of MFS Municipal Income Trust. Ms. Goldfarb has substantial executive and board experience at firms within the investment management industry. She was the Chief Executive Officer and Chairman of the Board of Trustees of the John Hancock Funds and an Executive Vice President of John Hancock Financial Services, Inc. Prior to joining John Hancock, Ms. Goldfarb was a Senior Vice President with Massachusetts Mutual Life Insurance Company. She also held various marketing, distribution, and portfolio management positions with other investment management firms. Ms. Goldfarb is a former member of the Board of Governors of the Investment Company Institute.

William Gutow

Mr. William R. Gutow is an Independent Trustee of MFS Municipal Income Trust. Mr. Gutow is the Vice Chairman of Capitol Entertainment Management Company. He has substantial senior executive experience at a publicly-traded company and various privately held companies as well as board experience at privately held companies and non-profits. Mr. Gutow served as the Senior Vice President of Real Estate and Property Development for Zale Corporation. Mr. Gutow has substantial investment company board experience, having served on boards of trustees responsible for oversight of funds in the MFS Family of Funds for over 19 years.

Michael Hegarty

Mr. Michael J. Hegarty is an Independent Trustee of MFS Municipal Income Trust. Mr. Hegarty has substantial senior executive and board experience at firms within the financial services industry, as well as board experience at publicly-traded and privately held companies. He served as the Vice Chairman and Chief Operating Officer of AXA Financial and as the President and Chief Operating Officer of The Equitable Life Assurance Society. Mr. Hegarty also served as Vice Chairman of Chase Manhattan Corporation and Chemical Bank. He is a former director of Alliance Bernstein, which serves as the general partner of a publicly-traded investment adviser, and a former trustee of investment companies in the EQ Advisers Trust family of funds.

John Kavanaugh

Mr. John P. Kavanaugh is an Independent Trustee of MFS Municipal Income Trust. Mr. Kavanaugh has substantial executive, investment management, and board experience at firms within the investment management industry, as well as board experience for other investment company families. Mr. Kavanaugh was the Vice President and Chief Investment Officer of The Hanover Insurance Group, Inc., and the President and Chairman of Opus Investment Management, Inc., an investment adviser. He also served as a trustee for various investment company complexes. Mr. Kavanaugh held research analyst and portfolio management positions with Allmerica Financial and PruCapital, Inc. He is also a Chartered Financial Analyst.

Robert Manning

Mr. Robert J. Manning is Trustee of MFS Municipal Income Trust. Mr. Manning is Chairman and Chief Executive Officer of MFS (the Funds’ investment adviser) and in this capacity heads its Board of Directors. He has substantial executive and investment management experience, having worked for MFS for 29 years.

Maryanne Roepke

Ms. Maryanne L. Roepke is Trustee of the MFS MUNICIPAL INCOME TRUST. Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc. (“American Century”), where she worked for over 30 years. Ms. Roepke served on the board of the American Century SICAV, a mutual fund complex. She currently is a trustee of Rockhurst University. She is a former member of the Investment Company Institute’s Chief Compliance Officer Committee and Risk Management Advisory Committee.

J. Dale Sherratt

Mr. J. Dale Sherratt is an Independent Trustee of MFS Municipal Income Trust. Mr. Sherratt is the President of Insight Resources and the Managing General Partner of Wellfleet Investments. He was a senior executive at Colgate-Palmolive and the Chief Executive Officer of the Kendall Company in Boston, Massachusetts. Mr. Sherratt has held senior executive positions at various healthcare technology companies, and served on the boards of directors of publicly-traded companies and numerous early stage technology companies. Mr. Sherratt has substantial investment company board experience, having served on boards of trustees responsible for oversight of funds in the MFS Family of Funds for over 23 years.

Laurie Thomsen

Ms. Laurie J. Thomsen is an Independent Trustee of MFS Municipal Income Trust. Ms. Thomsen has substantial venture capital financing experience, as well as board experience at publicly-traded and privately-held companies. Ms. Thomsen was a co-founding General Partner of Prism Venture Partners, a venture capital firm investing in healthcare and technology companies, and served as an Executive Partner of New Profit, Inc., a venture philanthropy firm. Prior to that, she was a General Partner at Harbourvest Partners, a venture capital firm. Ms. Thomsen is a director of The Travelers Companies, Inc. and a trustee of Williams College.

Robert Uek

Mr. Robert W. Uek, CPA, is an Independent Trustee of MFS Municipal Income Trust. Mr. Uek has substantial accounting and consulting experience for clients in the investment management industry. Mr. Uek was a partner in the investment management industry group of PWC, and was the chair of the investment management industry group for Coopers & Lybrand. He also has served as a consultant to mutual fund boards. Mr. Uek previously served on the boards of trustees of investment companies in the TT International family of funds and Hillview Capital family of funds. Mr. Uek serves on the Board of the Independent Directors Council, a unit of the Investment Company Institute that serves the mutual fund independent director community. He is a former Chairman of the Independent Directors Council. Mr. Uek also serves on the Board of Governors of the Investment Company Institute.
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