Robert Pozen

Robert Pozen
Born Robert Charles Pozen
(1946-08-08) August 8, 1946
Bridgeport, CT, USA
Nationality  United States
Alma mater Harvard College
Yale Law School

Robert Charles Pozen (born 1946) is an American financial executive with a strong interest in public policy. He is the former chairman of MFS Investment Management, the oldest mutual fund company in the United States. He is also a senior lecturer at Harvard Business School and a senior fellow at the Brookings Institution.

Education and family

Pozen grew up in Bridgeport, Connecticut, where he attended public high school and won a scholarship to attend Harvard College. In 1968, he graduated summa cum laude and Phi Beta Kappa from Harvard, which awarded him a Knox Traveling Fellowship.

In 1972, Pozen received a law degree from Yale Law School, where he served on the editorial board of the Yale Law Journal. He received a JSD from Yale in 1973 for his doctoral thesis on state enterprises in Africa. He is a member of the Massachusetts, New York and Washington, D.C. bars.

He has been married for more than 30 years to Elizabeth Kelner Pozen, a psychotherapist and figurative painter. They live in Boston, Massachusetts, and have two adult children, Joanna and David.

Investment industry career

Pozen was an executive at Fidelity Investments from 1987 to 2001, eventually rising to vice chairman of the company and president of FMR Co., the investment adviser to Fidelity’s mutual funds. In the latter role, he had oversight of Fidelity’s global portfolio management and research teams; during his tenure as president, Fidelity’s assets under management increased from $500 billion to $900 billion. He also was a director of Fidelity’s insurance company and credit card bank.

Pozen became chairman of MFS Investment Management in February 2004. In that position, he advised the firm on strategic initiatives and long-term planning. Speaking on corporate governance, he has been credited with enhancing the organization’s legal, audit, and risk functions. He retired as Chairman in July 2010 and is now Chairman Emeritus. He continues to serve as a member of the MFS mutual fund boards. In 2011, he was recognized for his work in the mutual fund industry with the Fund Action Lifetime Achievement Award.

Teaching positions

Public service

In addition to his private sector and teaching posts, Pozen has dedicated time during his career to public service. He was Associate General Counsel for the U.S. Securities and Exchange Commission (SEC) from 1977 to 1980.

In 2001 and 2002, he served as a member of President George W. Bush's Commission to Strengthen Social Security. His proposal for utilizing a "progressive indexing" methodology to address Social Security’s long-term solvency issue received national attention, including a mention during President Bush's 2006 State of the Union address.

At the state level, Pozen served as Secretary of Economic Affairs in 2003 under then-Massachusetts Governor Mitt Romney. Pozen was responsible for all economic-related areas, including banking, consumer affairs, insurance, and labor.

In 2007, Pozen served as chairman of the SEC's Committee to Improve Financial Reporting. Working with both private and public sector experts, the committee made several actionable recommendations to improve the U.S. financial reporting system, many of which have been implemented.


Key publications

Selected books

Selected financial articles


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