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Regional Bank Fund (FRBAX)

Regional Bank Management Team

The Fund is managed by a team of portfolio managers at MFC Global Investment Management (U.S.), LLC, the Fund's subadviser, under the supervision of John Hancock Advisers, LLC. The team includes Lisa Welch and Susan Curry.

Lisa Welch

Lisa Welch
Biography

Lisa Welch is a vice president and portfolio manager at MFC Global Investment Management (U.S.), LLC, a wholly owned subsidiary of John Hancock Financial Services, Inc.  Prior to joining John Hancock in 1998, Ms. Welch was a senior supervisory analyst for the Bank Supervision & Regulation Division of the Federal Reserve Bank of Boston. Before that, she was the senior bank examiner for the Federal Reserve Bank of New York. Ms. Welch has been in the banking business since 1986. Ms. Welch graduated with a B.A. in economics from Boston College. Ms. Welch also earned an M.B.A. in finance from Bentley College, Waltham, MA.

Education

B.A. Boston College
M.B.A. Bentley College

Experience

Joined team in 1998
Joined subadviser in 2005
Joined adviser in 1998
Began business career in 1986

Susan Curry

Susan Curry
Biography

Susan Curry is an assistant vice president and portfolio manager for MFC Global Investment Management (U.S), LLC, a wholly owned subsidiary of John Hancock Financial Services, Inc. Prior to her current role as portfolio manager, she worked as a research officer providing dedicated research for the Financial Institutions team. She has also worked as a portfolio officer and a senior product manager. Prior to joining John Hancock in 1998 Ms. Curry worked at Fidelity Investments as a research analyst. Ms. Curry holds a B.A. degree in economics from the University of Massachusetts at Amherst and a M.S. in finance from Brandeis University.

Education

B.A. University of Massachusetts at Amherst
M.S. Brandeis University

Experience

Joined team in 2004
Joined subadviser in 2005
Joined adviser in 1998
Began business career in 1993

What You Should Know

Investments concentrated in one industry may fluctuate more widely than investments diversified across industries. Foreign investments carry additional risks, including currency fluctuations, differences in accounting standards and political instability. The Fund may be considered a vehicle for diversification, but, on its own, does not represent a well-balanced investment program. The Fund may not be appropriate for all investors.

Getting Started

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