MICHAEL W. ROBERGE

Corporate Board Profile

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MFS CHARTER INCOME TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee since January 2021, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested Trustee
2023-08-30 Michael W. Roberge (age 56) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS GOVERNMENT MARKETS INCOME TRUST

Filing Date Source Excerpt
2021-08-27 Mr. Roberge is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm.
2022-08-26 Mr. Roberge is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Chairman of the MFS Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm. He has substantial executive and investment management experience, having worked for MFS for over 25 years.
2023-08-30 Mr. Roberge is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Chairman of the MFS Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm. He has substantial executive and investment management experience, having worked for MFS for over 27 years.
2024-08-23 Mr. Roberge is Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Chairman of the MFS Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm. He has substantial executive and investment management experience, having worked for MFS for over 28 years.

MFS HIGH INCOME MUNICIPAL TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016) Interested Trustees receive no compensation from any Trust for their services as Trustees.
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested Trustee
2023-08-30 Michael W. Roberge (age 56) Trustee Interested Trustee. Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018). Interested Trustee(s) receives no compensation from any Trust for their services as Trustee(s).
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS HIGH YIELD MUNICIPAL TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested person of the Trust within the meaning of the 1940 Act.
2023-08-30 Michael W. Roberge (age 56) Trustee Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS INTERMEDIATE HIGH INCOME FUND

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee Interested Trustee Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Board of Directors. As Chief Executive Officer, Mr. Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm.
2022-08-26 Michael W. Roberge (age 55) Trustee since January 2021; Chairman and Chief Executive Officer of MFS (the MFS Funds’ investment adviser) and is a member of the firm’s Management Committee and Chairman of the MFS Board of Directors.
2023-08-30 Michael W. Roberge (age 56) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS INTERMEDIATE INCOME TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee since January 2021, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested person of the Trust within the meaning of the 1940 Act.
2023-08-30 Michael W. Roberge (age 56) Trustee Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS INVESTMENT GRADE MUNICIPAL TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee since January 2021, Chairman and Chief Executive Officer of MFS, Director, President (until December 2018), Chief Investment Officer (until December 2018), Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested Trustee
2023-08-30 Michael W. Roberge (age 56) Trustee, Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee since January 2021; Chairman and Chief Executive Officer of MFS (since January 2017); Chairman of the Board (since January 2022); Interested Trustee; receives no compensation from any Trust for their services as Trustee.

MFS MULTIMARKET INCOME TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee since January 2021, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee since January 2021; Chairman and Chief Executive Officer of MFS; Interested person of the Trust; receives no compensation from any Trust for services as Trustee.
2023-08-30 Michael W. Roberge (age 56) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee January 2021 2026 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022) Interested Trustee receives no compensation from any Trust for their services as Trustee(s).

MFS MUNICIPAL INCOME TRUST

Filing Date Source Excerpt
2021-08-27 Michael W. Roberge (age 54) Trustee Interested Trustee Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; President (until December 2018); Chief Investment Officer (until December 2018); Co-Chief Executive Officer (until December 2016)
2022-08-26 Michael W. Roberge (age 55) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018) Interested Trustee receives no compensation from any Trust for their services as Trustees.
2023-08-30 Michael W. Roberge (age 56) Trustee January 2021 2023 Massachusetts Financial Services Company, Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); President (until December 2018); Chief Investment Officer (until December 2018)
2024-08-23 Michael W. Roberge (age 57) Trustee since January 2021; Chairman (since January 2021); Chief Executive Officer (since January 2017); Director; Chairman of the Board (since January 2022); Interested Trustee; receives no compensation from any Trust for their services as Trustee.

Data sourced from SEC filings. Last updated: 2026-02-03