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Tax-Advantaged Dividend Income (HTD)

Tax Advantaged Dividend Income Management Team

The Fund is managed by a team of portfolio managers at John Hancock Asset Management, and Analytic Investors, LLC the Fund's subadvisors, under the supervision of John Hancock Advisers, Inc. The Fund's management team includes Gregory K. Phelps, Mark T. Maloney, Harindra de Silva, Ph.D., CFA, Gregory McMurran, Dennis Bein, CFA, and Joseph H. Bozoyan, CFA.

Gregory K. Phelps

Gregory K. Phelps
Biography

Gregory K. Phelps is a senior managing director and senior portfolio manager at John Hancock Asset Management. Prior to joining the firm, Mr. Phelps was a vice president and portfolio manager at Spectrum Asset Management. Previously, he was a supervisor of stock transfer at U.S. Surgical Corp. and director of corporate relations at the American Stock Exchange.

Education

B.A., Clark University
M.B.A., University of Connecticut

Experience

Joined team in 2002
Joined subadvisor in 2005
Joined advisor in 1995
Investing since 1981

Mark T. Maloney

Mark T. Maloney
Biography

Mark T. Maloney is a managing director and portfolio manager at John Hancock Asset Management. Mark has held several positions in investment operations and financial reporting before joining the investment staff in 1997. Prior to joining the firm, Mark spent seven years at John Hancock Mutual Life Insurance Company.

Education

B.S., Northeastern University

Experience

Joined team in 2002
Joined subadvisor in 2005
Joined advisor in 1982
Investing since 1976

Harindra de Silva, Ph.D., CFA

Harindra de Silva, Ph.D., CFA
Biography

Harindra ("Harin") de Silva is responsible for the firm's strategic direction and the ongoing development of its investment processes.  As a portfolio manager, Harin focuses on the ongoing research effort for equity and global asset allocation strategies. Harin has authored several articles and studies on finance-related topics including stock market anomalies, market volatility and asset valuation.  He, along with his colleagues Roger Clarke and Stephen Thorley, was recognized with the prestigious Graham and Dodd Award of Excellence for their research published in the Financial Analysts Journal in 2002 and 2005.  Prior to joining Analytic Investors, Harin was a Principal at Analysis Group, Inc., where he was responsible for providing economic research services to institutional investors including investment managers, large pension funds, and endowments.

Education

Ph.D. University of California, Irvine M.B.A.
M.S. University of Rochester
B.S. University of Manchester Institute of Science and Technology

Experience

Joined firm in 1995
Began business career in 1988

Gregory McMurran

Gregory McMurran
Biography

As Chief Investment Officer, Greg McMurran oversees the implementation of the firm's investment strategies.  He is a major contributor to the firm's ongoing research efforts as well as new product development and strategy applications.  As a portfolio manager, Greg focuses on day-to-day portfolio management and research related to derivatives-based investment strategies.  With 30 years of quantitative research, portfolio management and trading experience, Greg has an extensive background in managing quantitative investment portfolios.  Greg is also recognized as an authority on options valuation and strategies and has authored several articles.

Education

M.A. California State University, Fullerton
B.A. University of California, Irvine

Experience

Joined firm in 1976
Began business career in 1976

Dennis Bein, CFA

Dennis Bein, CFA
Biography

As Chief Investment Officer, Dennis Bein oversees the implementation of the firm's investment strategies. He is a major contributor to the firm's ongoing research efforts as well as new product development and strategy applications. As a portfolio manager, Dennis focuses on day-to-day portfolio management and research related to equity-based investment strategies. Prior to joining Analytic Investors, Dennis was a Senior Consultant for Analysis Group, Inc., where he provided investment consulting services for institutional investors and plan sponsors. He advised pension fund managers on topics such as investment objective definition, asset allocation analysis, manager selection and manager performance evaluation.

Education

M.B.A. Anderson Graduate School of Management, University of California, Riverside
B.A. University of California, Riverside

Experience

Joined firm in 1995
Began business career in 1992

Joseph H. Bozoyan, CFA

Joseph H. Bozoyan, CFA
Biography

Joseph H. Bozoyan, CFA, is a managing director and portfolio manager at John Hancock Asset Management. Joe most recently was a senior investment analyst at John Hancock Asset Management. In this position, Joseph provided dedicated research for all strategies managed by the Intrinsic Value team. Prior to joining the company, Joe was a senior equity analyst on small, SMID, and all-cap portfolios at Ironwood Investment Management. Earlier in his career, he held analyst roles at companies such as Evergreen Investments, RCM, and Sun Life Financial. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.

Education

B.S., Providence College
M.B.A., Boston College

Experience

Joined team in 2015
Joined subadvisor in 2011
Joined advisor in 2011
Investing since 1993

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