Jim Hakewill, Cfp®
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Jim Hakewill, Cfp® Email & Phone Number

Sr. Regional Consultant- DC at MFS Investment Management at MFS Investment Management
Location: New York, United States 8 work roles 3 schools
1 work email found @mfs.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email j****@mfs.com
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Current company
MFS Investment Management
Role
Sr. Regional Consultant- DC at MFS Investment Management
Location
New York, United States
Company size
2385 employees

Who is Jim Hakewill, Cfp®? Overview

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Quick answer

Jim Hakewill, Cfp® is listed as Sr. Regional Consultant- DC at MFS Investment Management at MFS Investment Management, a with 2385 employees, based in New York, United States. AeroLeads shows a work email signal at mfs.com and a matched LinkedIn profile for Jim Hakewill, Cfp®.

Jim Hakewill, Cfp® previously worked as Sr. Regional Consultant – DC at Mfs Investment Management and DCIO Specialist I Eastern Region at Manning & Napier. Jim Hakewill, Cfp® holds Cfp® Professional Education Program from College For Financial Planning.

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Email format at MFS Investment Management

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*@mfs.com
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Profile bio

About Jim Hakewill, Cfp®

As a Defined Contribution Investment Specialist, I am responsible for coordinating all aspects of DC advisory relationships for MFS in New York, New Jersey and Eastern Pennsylvania (including Philadelphia). Because I work exclusively with financial advisors that specialize in the corporate retirement marketplace, it is my goal to help them drive better participant outcomes (i.e. help employees retire with dignity). I am dedicated to educating these specialists on current themes and topics within the corporate retirement marketplace by providing tools and resources they can use with clients and prospects.I work extremely hard to become a trusted partner to my advisor clients and prospects. Advisors I work with can count on me to be proactive, attentive to their needs, and provide unique ideas and materials for their clients and prospects. I am inspired and excited to work with advisors that steward America’s retirement savings.

Current workplace

Jim Hakewill, Cfp®'s current company

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MFS Investment Management
Mfs Investment Management
Sr. Regional Consultant- DC at MFS Investment Management
boston, massachusetts, united states
Website
mfs.com
Employees
2385
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8 roles

Jim Hakewill, Cfp® work experience

A career timeline built from the work history available for this profile.

Sr. Regional Consultant – Dc

Current
Mfs Investment Management

Greater New York City Area

Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. We employ a uniquely collaborative approach to build better insights for our clients. Our investment approach has three core elements: integrated research, global collaboration and active risk management.► Responsible for delivering MFS's intellectual capital and thought leadership to financial advisors focused on the corporate retirement marketplace in New York, New Jersey and Eastern Pennsylvania via three distinct channels: wirehouses, RIAs, independent broker/dealers.► Additionally, responsible for marketing MFS's investment vehicles to sophisticated retirement advisors to help them meet plan sponsors' investment objectives.

Jun 2017 - Present

Dcio Specialist I Eastern Region

Manning & Napier

Greater New York City Area

► Responsible for delivering Manning & Napier's intellectual capital and thought leadership to financial advisors focused on the corporate retirement marketplace on the Eastern Seaboard (Maine- South Carolina) via three distinct channels: wirehouses, RIAs, independent broker/dealers.► Additionally, responsible for marketing Manning & Napier's investment vehicles to sophisticated retirement advisors to help them meet plan sponsors' investment objectives.

Apr 2014 - Jun 2017

Vice President I Regional Consultant

Manning & Napier

Greater New York City Area

► Responsible for delivering Manning & Napier's intellectual capital and thought leadership to financial advisors in metro NYC, Westchester County, and Long Island via three distinct channels: wirehouses, RIAs, independent broker/dealers.► Additionally, responsible for marketing Manning & Napier's investment vehicles to sophisticated advisors to help them meet their clients investment objectives.

Jan 2012 - Apr 2014

Internal Wholesaler

Manning & Napier

Rochester, New York Area

► Responsible for proactively making phone calls and writing emails to financial advisors to raise brand awareness and credibility to Manning & Napier's investment vehicles (mutual funds, collective investment trusts and separately managed accounts) in addition to servicing existing client base.► Partnered with three external wholesalers covering the Mid-West, Southeast, and Northeast via four distinct channels: wirehouses, RIAs, independent broker/dealers and corporate retirement focused advisors.

Jun 2010 - Dec 2011

Client Development & Servicing

Howe & Rusling, Inc.

Rochester, New York Area

► Responsible for marketing Howe & Rusling's investment management capabilities to HNW individuals.► Proactively focused on centers-of-influence such as Charles Schwab Financial Consultants, Fidelity Account Executives, CPAs, and estate planning attorneys in pursuit of qualified prospects.

Oct 2007 - Jun 2010

Institutional Equity Sales Assistant

William Blair And Company

Greater Chicago Area

► Worked directly with three sales representatives responsible for disseminating sell side research in the Western United States to mutual and hedge fund clients.

Jun 2006 - Aug 2007

Professional Ice Hockey

Johnstown Chiefs

Johnstown, Pennsylvania Area

East Coast Hockey League (ECHL)

Jan 2006 - Apr 2006

Professional Ice Hockey

Idaho Steelheads

Boise, Idaho Area

East Coast Hockey League (ECHL)

Sep 2005 - Jan 2006
Team & coworkers

Colleagues at MFS Investment Management

Other employees you can reach at mfs.com. View company contacts for 2385 employees →

TM Thomas Montagna Thomas Montagna Colleague at Mfs Investment ManagementWesthampton Beach, New York, United States View → TF Travis Francoeur Travis Francoeur Colleague at Mfs Investment ManagementPotwin, Kansas, United States View → FI Fiona Ip Fiona Ip Colleague at Mfs Investment ManagementUnited States View → K( Katharine (Katy) Mcmahon, Phd Katharine (Katy) Mcmahon, Phd Colleague at Mfs Investment ManagementGreater Boston, United States View → AG Abdullah Garallah Abdullah Garallah Colleague at Mfs Investment ManagementRawang, Selangor, Malaysia View → WS William Smith William Smith Colleague at Mfs Investment ManagementBoston, Massachusetts, United States View → KB Koula Batsolakis Koula Batsolakis Colleague at Mfs Investment ManagementNorthborough, Massachusetts, United States View → NP Nick Paddlestein Nick Paddlestein Colleague at Mfs Investment ManagementGreater Tampa Bay Area, United States View → RM Ryan Mullen Ryan Mullen Colleague at Mfs Investment ManagementHingham, Massachusetts, United States View → AM Ashley Morrisson Ashley Morrisson Colleague at Mfs Investment ManagementLagos, Lagos State, Nigeria View →
3 education records

Jim Hakewill, Cfp® education

FAQ

Frequently asked questions about Jim Hakewill, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jim Hakewill, Cfp® work for?

Jim Hakewill, Cfp® works for MFS Investment Management.

What is Jim Hakewill, Cfp®'s role at MFS Investment Management?

Jim Hakewill, Cfp® is listed as Sr. Regional Consultant- DC at MFS Investment Management at MFS Investment Management.

What is Jim Hakewill, Cfp®'s email address?

AeroLeads has found 1 work email signal at @mfs.com for Jim Hakewill, Cfp® at MFS Investment Management.

Where is Jim Hakewill, Cfp® based?

Jim Hakewill, Cfp® is based in New York, United States while working with MFS Investment Management.

What companies has Jim Hakewill, Cfp® worked for?

Jim Hakewill, Cfp® has worked for Mfs Investment Management, Manning & Napier, Howe & Rusling, Inc., William Blair And Company, and Johnstown Chiefs.

Who are Jim Hakewill, Cfp®'s colleagues at MFS Investment Management?

Jim Hakewill, Cfp®'s colleagues at MFS Investment Management include Thomas Montagna, Travis Francoeur, Fiona Ip, Katharine (Katy) Mcmahon, Phd, and Abdullah Garallah.

How can I contact Jim Hakewill, Cfp®?

You can use AeroLeads to view verified contact signals for Jim Hakewill, Cfp® at MFS Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Jim Hakewill, Cfp® attend?

Jim Hakewill, Cfp® holds Cfp® Professional Education Program from College For Financial Planning.

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