Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC, President (since 2015); Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $371,029 |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 President of JC Global Advisors, LLC. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $380,809. |
| 2021-08-27 | John A. Caroselli (age 67) Trustee since March 2017, Private investor, President of JC Global Advisors, LLC, member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 2024 Private investor Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex $413,500 |
| 2023-08-30 | John A. Caroselli (age 69) Trustee March 2017 2024 Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | Mr. Caroselli has substantial senior executive experience in the financial services industry. Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. |
| 2018-08-23 | Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. He served as Executive Vice President and Chief Development Officer of First Capital Corporation, Executive Vice President and Chief Strategy Officer of KeySpan Corporation, and Executive Vice President of Corporate Development of AXA Financial. Mr. Caroselli also held senior officer positions with Chase Manhattan Corporation, Chemical Bank, and Manufacturers Hanover Trust. |
| 2019-08-22 | Mr. Caroselli has substantial senior executive experience in the financial services industry. Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. |
| 2020-08-20 | Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. |
| 2021-08-27 | Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. |
| 2022-08-26 | Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. He served as Executive Vice President and Chief Development Officer of First Capital Corporation, Executive Vice President and Chief Strategy Officer of KeySpan Corporation, and Executive Vice President of Corporate Development of AXA Financial. |
| 2023-08-30 | Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. He served as Executive Vice President and Chief Development Officer of First Capital Corporation, Executive Vice President and Chief Strategy Officer of KeySpan Corporation, and Executive Vice President of Corporate Development of AXA Financial. |
| 2024-08-23 | Mr. Caroselli has substantial senior executive experience in the financial services industry. Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex: $314,823 |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 Mr. Caroselli has substantial senior executive experience in the financial services industry. Mr. Caroselli is the president of JC Global Advisors, LLC, where he provides consulting services with specialization in strategy development and execution, merger integration, market growth plan design and organizational development. He served as Executive Vice President and Chief Development Officer of First Capital Corporation, Executive Vice President and Chief Strategy Officer of KeySpan Corporation, and Executive Vice President of Corporate Development of AXA Financial. Mr. Caroselli also held senior officer positions with Chase Manhattan Corporation, Chemical Bank, and Manufacturers Hanover Trust. |
| 2021-08-27 | John A. Caroselli (age 67) Trustee March 2017 2021 Private investor; JC Global Advisors, LLC (management consulting), President (since 2015). Committees: Contracts Review Committee, Pricing Committee, Services Contracts Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Trustee Compensation Table shows total compensation of $405,311. |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 2024 Private investor Committees: Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing, Services Contracts; Total Trustee Compensation Paid: $413,500 |
| 2023-08-30 | John A. Caroselli (age 69) Trustee. Independent Trustee. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee. Compensation: $430,000 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC, President (since 2015); Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $371,029 |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 President of JC Global Advisors, LLC. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $380,809. |
| 2021-08-27 | John A. Caroselli (age 67) Trustee March 2017 2021 Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 Private investor Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $413,500. |
| 2023-08-30 | John A. Caroselli (age 69) Trustee Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 JC Global Advisors, LLC, President (since 2015); Contracts Review Committee, Services Contracts Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee member; Compensation $380,809 |
| 2021-08-27 | John A. Caroselli (age 67) Trustee Independent Trustee. Mr. Caroselli has substantial senior executive experience in the financial services industry. The Contracts Review Committee and Nomination and Compensation Committee and Portfolio Trading and Marketing Review Committee and Pricing Committee and Services Contracts Committee consist of all Independent Trustees including Caroselli. |
| 2022-08-26 | John A. Caroselli (age 68) Trustee since March 2017; Private investor; President of JC Global Advisors, LLC; substantial senior executive experience in financial services. |
| 2023-08-30 | John A. Caroselli (age 69) Trustee March 2017 2024 Private investor |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Committees: Audit Committee, Contracts Review Committee, Services Contracts Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 JC Global Advisors, LLC, President (since 2015). Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $380,809 |
| 2021-08-27 | John A. Caroselli (age 67) Trustee since March 2017, Private investor, President of JC Global Advisors, LLC, member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 Private investor Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $413,500. |
| 2023-08-30 | John A. Caroselli (age 69) Trustee Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee Compensation: $447,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee since March 2017; President of JC Global Advisors; member of Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee; no compensation from Trusts. |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2021-08-27 | John A. Caroselli (age 67) Trustee since March 2017, Private investor, President of JC Global Advisors, LLC, member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 2024 Private investor Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Services Contracts Committee Total Trustee Compensation Paid by Trust and Fund Complex $413,500 |
| 2023-08-30 | John A. Caroselli (age 69) Trustee, Private investor, Compensation $430,000, Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee |
| 2024-08-23 | John A. Caroselli (age 70) Trustee since March 2017; Private investor; Committees: Audit, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC, President (since 2015); Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee; Total Trustee Compensation Paid by Trust and Fund Complex $371,029 |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 President of JC Global Advisors, LLC. Committees: Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $380,809. |
| 2021-08-27 | John A. Caroselli (age 67) Trustee since March 2017, Private investor, President of JC Global Advisors, LLC, member of Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee |
| 2022-08-26 | John A. Caroselli (age 68) Trustee since March 2017; Private investor; serves on Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee, Services Contracts Committee; total compensation $413,500. |
| 2023-08-30 | John A. Caroselli (age 69) Trustee March 2017 2024 Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2024-08-23 | John A. Caroselli (age 70) Trustee March 2017 2024 Private investor Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $447,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-08-24 | John A. Caroselli (Age 63) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2018-08-23 | John A. Caroselli (Age 64) Trustee March 2017 2018 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2019-08-22 | John A. Caroselli (Age 65) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) |
| 2020-08-20 | John A. Caroselli (Age 66) Trustee March 2017 2021 JC Global Advisors, LLC (management consulting), President (since 2015); First Capital Corporation (commercial finance), Executive Vice President (until 2015) Total Trustee Compensation Paid by Trust and Fund Complex $380,809 |
| 2021-08-27 | John A. Caroselli (age 67) Trustee Independent Trustee Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2022-08-26 | John A. Caroselli (age 68) Trustee March 2017 Private investor Committees: Contracts Review Committee, Nomination and Compensation Committee, Pricing Committee, Services Contracts Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $413,500. |
| 2023-08-30 | John A. Caroselli (age 69) Trustee March 2017 2024 Private investor; JC Global Advisors, LLC (management consulting), President (since 2015) |
| 2024-08-23 | John A. Caroselli (age 70) Trustee since March 2017; Private investor; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee; total compensation $447,000. |
Data sourced from SEC filings. Last updated: 2025-12-07