Rosa Licea-Mailloux
Compliance Officer at MFS HIGH INCOME MUNICIPAL TRUST
Profile
Rosa E.
Licea-Mailloux is currently the Chairman at Roxbury Stone House, Inc. and the Chief Compliance Officer at MFS Charter Income Trust, MFS Government Markets Income Trust, MFS Intermediate Income Trust, MFS Multimarket Income Trust, MFS Municipal Income Trust, MFS Special Value Trust, MFS High Income Municipal Trust, MFS Intermediate High Income Fund, MFS Investment Grade Municipal Trust, and MFS High Yield Municipal Trust.
She previously worked as the Chief Compliance Officer & Senior Vice President at Natixis Investment Managers LP from 2016 to 2018.
Rosa Licea-Mailloux active positions
Companies | Position | Start |
---|---|---|
MFS HIGH INCOME MUNICIPAL TRUST | Compliance Officer | 2022-02-28 |
MFS GOVERNMENT MARKETS INCOME TRUST | Compliance Officer | 2022-02-28 |
MFS MULTIMARKET INCOME TRUST | Compliance Officer | 2022-02-28 |
MFS MUNICIPAL INCOME TRUST | Compliance Officer | 2021-12-31 |
MFS INTERMEDIATE INCOME TRUST | Compliance Officer | 2022-02-28 |
MFS SPECIAL VALUE TRUST | Compliance Officer | 2022-02-28 |
MFS CHARTER INCOME TRUST | Compliance Officer | - |
MFS INTERMEDIATE HIGH INCOME FUND | Compliance Officer | 2022-02-28 |
MFS HIGH YIELD MUNICIPAL TRUST | Compliance Officer | - |
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Former positions of Rosa Licea-Mailloux
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 12 |
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Roxbury Stone House, Inc. | |
MFS High Income Municipal Trust
MFS High Income Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Income Municipal Trust is a closed-end management investment company. Its objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The company was founded on January 9, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Government Markets Income Trust
MFS Government Markets Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Government Markets Income Trust is a closed-end management investment trust. Its assets include borrowings for investment purposes, in U.S. and foreign government securities. The fund portfolio may also provide investment grade quality debt instruments, including fund's assets in U.S., foreign and emerging market securities. The company was founded on May 28, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Multimarket Income Trust
MFS Multimarket Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Multimarket Income Trust operates as a closed-end Investment Fund/Investment Trust. The firm’s portfolio includes high yield corporate, high grade corporate, non-United States Government bonds, emerging markets bonds and mortgage-backed securities. It also includes United States Treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States Government agencies, residential mortgage-backed securities and collateralized debt obligations. The company was founded in 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Municipal Income Trust
MFS Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Municipal Income Trust is a closed-end investment fund/investment trust. The company’s investment objective is to seek high current income, but may also consider capital appreciation. Its portfolio includes high yield corporate, high grade corporate, non-United States government bonds, emerging markets bonds, mortgage-backed securities, United States treasury securities, commercial mortgage-backed securities, floating rate loans, asset-backed securities, United States government agencies, residential mortgage-backed securities and collateralized debt obligations. The company is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate Income Trust
MFS Intermediate Income Trust Other Consumer ServicesConsumer Services MFS Intermediate Income Trust is a closed-end investment fund/investment trust. The Trust's investment objective is to seek high current income, but may also consider capital appreciation. The company was founded on December 30, 1987 and is headquartered in Boston, MA. | Consumer Services |
Natixis Investment Managers LP
Natixis Investment Managers LP Investment ManagersFinance Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA. | Finance |
MFS Special Value Trust
MFS Special Value Trust Investment Trusts/Mutual FundsMiscellaneous MFS Special Value Trust operates as closed-end investment company. Its investment objective is to seek high current income, but may also consider capital appreciation by investing in debt instruments rated below investment grade and in foreign securities. The company was founded on November 17, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Charter Income Trust
MFS Charter Income Trust Investment Trusts/Mutual FundsMiscellaneous MFS Charter Income Trust operates as a closed-end management investment trust. It invests its assets primarily in debt instruments. The company was founded on July 20, 1989 and is headquartered in Boston, MA. | Miscellaneous |
MFS Intermediate High Income Fund
MFS Intermediate High Income Fund Investment Trusts/Mutual FundsMiscellaneous MFS Intermediate High Income Fund is a diversified closed-end management investment company. It provides high current income generally exempt from federal income taxes by investing primarily in medium and lower quality municipal securities. The company was founded on July 21, 1988 and is headquartered in Boston, MA. | Miscellaneous |
MFS High Yield Municipal Trust
MFS High Yield Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS High Yield Municipal Trust is a closed-end investment fund. It primarily invests in tax-exempt bonds and tax-exempt notes. The company was founded on January 22, 1987 and is headquartered in Boston, MA. | Miscellaneous |
MFS Investment Grade Municipal Trust
MFS Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous MFS Investment Grade Municipal Trust is a closed-end management investment company, which engages in distribution of long-term capital gains and/or return of capital in order to maintain its managed distribution level. The company was founded in 1989, and is headquartered in Boston, MA. | Miscellaneous |
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