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MFC GIM News

MFC GIM US Announces Promotions within the U.S. Small and Mid Cap Growth Equity Team — August 21, 2009

TORONTO, August 2009 — MFC Global Investment Management (U.S.), LLC is pleased to announce that Robert P. Shea, CFA and Christopher J. O'Brien, CFA, of the U.S. Small and Mid Cap Growth Equity Team, have both been promoted to portfolio manager/analyst. Rob and Chris report to Daniel H. Cole, CFA, vice president and team leader for the U.S. Small and Mid Cap Growth Equity Team. Together they manage MFC GIM's U.S. Small Cap Growth Equity and U.S. Mid Cap Growth Equity strategies. These promotions are made in recognition of Rob and Chris' longstanding and on-going contribution to the management of these strategies. Further biographical details on Rob, Chris and Daniel are provided below.

Robert P. Shea, CFA, is an assistant vice president at MFC Global Investment Management (U.S.), LLC, and a portfolio manager/analyst on our U.S. Small and Mid Cap Growth Equity team, covering health care, consumer discretionary and business services areas. Rob has been responsible for supporting the private account product line for institutions and high-net-worth individuals since joining the firm in 1997. Rob has 12 years of industry experience. He is a member of the Boston Securities Analysts Society, and is FINRA series 7 and 63 registered. Rob holds a B.S. in Finance from Indiana University and a M.S. in Finance from Boston College.

Christopher J. O'Brien, CFA, is an assistant vice president at MFC Global Investment Management (U.S.), LLC, and a portfolio manager/analyst on our U.S. Small and Mid Cap Growth Equity team, covering the consumer discretionary, product manufacturing, transportation, and technology industries. Prior to joining the firm in 2004, Chris served as an analyst at State Street Research and Management. He also spent over eight years at Baring Asset Management, where he worked as an analyst and product manager. Chris has 16 years of industry experience. He is a member of the Boston Security Analysts Society and the Market Technicians Association. Chris holds a B. A. from Trinity College.

Daniel H. Cole, CFA, is a vice president at MFC Global Investment Management (U.S.), LLC, and team leader on our U.S. Small and Mid Cap Growth Equity team. Prior to joining the firm in 2008, he was a director and senior equity portfolio manager at Columbia Management Group, where he managed small cap growth and mid cap growth equity portfolios. Previously, he was a vice president and portfolio manager at Neuberger Berman Management Company, where he managed a small cap growth portfolio and was a member of their growth equity team. Dan has 17 years of industry experience. Dan holds a B.S. from Guilford College and an M.B.A. from Virginia Polytechnic Institute.

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