JOSEPH R. PALOMBO

Corporate Board Profile

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MFS HIGH INCOME MUNICIPAL TRUST

Filing Date Source Excerpt
2001-08-06 Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999.
2002-04-25 Chief Operating Officer of Columbia Management Group, Inc.; Executive Vice President of Stein Roe & Farnham Incorporated; Executive Vice President and Director of Colonial.
2003-05-01 Chief Operating Officer of Columbia Management Group, Inc. (Columbia Management) since November, 2001 and Chief Operating Officer of the Advisor since August, 2002; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Director of Stein Roe since September, 2000; President of the Liberty Funds since February, 2003; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999).

MFS HIGH YIELD MUNICIPAL TRUST

Filing Date Source Excerpt
2002-04-25 Chief Operating Officer of Columbia Management Group, Inc.; Executive Vice President of Stein Roe & Farnham Incorporated; Executive Vice President and Director of Colonial.
2003-05-01 Chief Operating Officer of Columbia Management Group, Inc. (Columbia Management) since November, 2001 and Chief Operating Officer of the Advisor since August, 2002; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Director of Stein Roe since September, 2000; President of the Liberty Funds since February, 2003; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999).

MFS INTERMEDIATE HIGH INCOME FUND

Filing Date Source Excerpt
2001-08-06 Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April 1999 to August, 2000; Chief Operating Officer, Putnam Mutual Funds from 1994 to 1998).
2002-04-25 Chief Operating Officer of Columbia Management Group, Inc.; Executive Vice President of Stein Roe & Farnham Incorporated; Executive Vice President and Director of Colonial.
2003-05-01 Chief Operating Officer of Columbia Management Group, Inc. (Columbia Management) since November, 2001 and Chief Operating Officer of the Advisor since August, 2002; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Director of Stein Roe since September, 2000; President of the Liberty Funds since February, 2003; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April, 1999 to August, 2000; Chief Operating Officer and Chief Compliance Officer, Putnam Mutual Funds from December, 1993 to March, 1999).

MFS INVESTMENT GRADE MUNICIPAL TRUST

Filing Date Source Excerpt
2001-08-06 Joseph R. Palombo(4) 2000 Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. (Liberty Financial) since August, 2000; Executive Vice President and Director of Colonial Management Associates, Inc. (Colonial) since April, 1999; Executive Vice President and Chief Administrative Officer of Liberty Funds Group LLC (LFG) since April, 1999; Director of Stein Roe since September, 2000; Trustee and Chairman of the Board of Stein Roe Mutual Funds since October, 2000; Manager of Stein Roe Floating Rate Limited Liability Company since October, 2000 (formerly Vice President of the Liberty Funds from April 1999 to August, 2000; Chief Operating Officer, Putnam Mutual Funds from 1994 to 1998).
2002-04-25 Chief Operating Officer of Columbia Management Group, Inc.; Executive Vice President of Stein Roe & Farnham Incorporated; Executive Vice President and Director of Colonial.
2003-05-01 Chief Operating Officer of Columbia Management Group, Inc. (Columbia Management) since November, 2001 and Chief Operating Officer of the Advisor since August, 2002; formerly Chief Operations Officer of Mutual Funds, Liberty Financial Companies, Inc. from August, 2000 to November, 2001; Executive Vice President of Stein Roe & Farnham Incorporated since April, 1999; Trustee and Chairman of the Board of the Stein Roe Funds since October, 2000.

Data sourced from SEC filings. Last updated: 2025-08-30