Balanced Fund 

Michael is a managing director and portfolio manager at John Hancock Asset Management. Previously, he was a senior investment analyst and a member of the intrinsic value team, covering the financials, information technology, consumer staples, and consumer discretionary sectors. Michael joined the firm in 2004 as an analyst and began his investment career in 2000 at State Street, where he was a credit analyst and a senior fund accounting specialist. He earned a B.S. from Nichols College and an M.B.A. from Boston University, holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

Lisa is a senior managing director and senior portfolio manager at John Hancock Asset Management, leading the financial institutions team and specializing in U.S. banking companies. Prior to joining the firm, she held positions as senior supervisory analyst for the bank supervision and regulation division of the Federal Reserve Bank of Boston and was senior bank examiner for the Federal Reserve Bank of New York. She began her career in 1986 as a senior analyst at the Federal Reserve Bank of Boston. Lisa earned a B.A. from Boston college and an M.B.A. from Bentley College.