Robert Pozen

Board of Advisors

Biography

Robert is Senior Lecturer at MIT Sloan School and Senior Fellow at the Brookings Institution. He was formerly Chairman of MFS Investment Management®, which manages over $200 billion in assets for over five million investors worldwide.

In late 2001 and 2002, Robert served on President Bush’s Commission to Strengthen Social Security. He developed a model called “progressive indexing” for closing Social Security’s long-term deficit.  In 2003, Robert served as Secretary of Economic Affairs for Massachusetts Governor Mitt Romney. He helped the Governor close the state’s large budget gap and reorganize its functions in business and technology, labor and workforce training and consumer affairs.

Robert was formerly vice chairman of Fidelity Investments and president of Fidelity Management & Research Company, the investment advisor to the Fidelity mutual funds. During Robert’s five years as president, Fidelity’s assets increased from $500 billion to $900 billion. From 1987 to 1996, Robert was managing director and general counsel of Fidelity Investments. In that role, he created Fidelity’s Charitable Gift Fund, launched Fidelity’s entry into the Japanese mutual fund business, and served as a director of its credit card bank.

Before joining Fidelity, Robert was a partner at the Washington, D.C., law firm of Caplin & Drysdale, where he led the banking/securities department from 1981 to 1986. Prior to that, he was associate general counsel to the Securities & Exchange Commission from 1978 to 1980. Robert also was a law professor at Georgetown and New York University from 1973 through 1977. In 1968, Robert graduated summa cum laude and Phi Beta Kappa from Harvard College, which awarded him a Knox Traveling Fellowship. In 1972 he received a law degree from Yale Law School, where he served on the editorial board of the Yale Law Journal. In 1973, he received a JSD from Yale for his doctoral thesis on state enterprises in Africa.

Robert is an outside director of Medtronic and Nielsen. In addition, he is involved with various non-profit organizations, such as the Tax Policy Center and the Boston Foundation.

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