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Nome | Título | Desde | Até |
---|---|---|---|
W. Michael Reckmeyer | Senior Managing Director | 2014 | Agora |
Biografia | W. Michael Reckmeyer, III, CFA, is Senior Managing Director , Partner, and Equity Portfolio Manager. Reckmeyer joined Wellington Management as an investment professional in 1994. As a member of the Value Team, Mike manages portfolios that have an emphasis on dividend income. Mike's mandate is to focus his research effort on large-capitalization, value-oriented stocks. While his research may include any industry, his primary area of coverage is insurance. Mike began his investment career in 1984 when he worked as an analyst following electrical equipment, aerospace, and pollution control companies (1984 —1986). This experience was followed by eight years at Kemper Financial Services where his research focus included paper and forest products, environmental services, and cable and cellular companies (1986 —1994). He received both his MBA (1984) and his BS in mechanical engineering (1981) from the University of Wisconsin. Mike holds the Chartered Financial Analyst designation and is a member of the Philadelphia Financial Analyst Society. | ||
Ian R. Link | Senior Managing Director | 2014 | Agora |
Biografia | Ian R. Link, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, is involved in portfolio management and securities analysis. Prior to joining the Wellington Management in 2006, Ian worked for Deutsche Asset Management from 2004 to 2006. Prior to that, he was an equity analyst and portfolio manager with Franklin Templeton from 1989 to 2003. Ian received his MBA from the University of California, Berkeley (1997) and his BA in economics from the University of California, Davis (1989). He is also a CFA charterholder. | ||
John R. Ryan | - | 2014 | 2015 |
Biografia | John (Jack) Ryan is Equity Portfolio Manager for the International Share Fund managed by Wellington Management Company LLP. In 2005, Jack launched a Global Value investment approach. Prior to joining Wellington Management in 1981, Jack held a variety of financial management and administrative positions at Kollmorgen Corporation and General Electric. | ||
Mark D. Mandel | Senior Vice President | 2008 | 2014 |
Biografia | Mark is the director of Global Industry Research, an investment group comprising senior equity analysts and the various functions that support bottom-up research, stock picking, and investment across global capital markets. In this role, he focuses on ensuring that we attract, retain, and motivate world-class securities analysts and investment talent; provide them with the resources, support, and ongoing feedback needed to excel; and undertake our work with a fiduciary mindset and a collaborative spirit in order to make informed investment decisions on behalf of our clients. Mark leads a management team responsible for more than 100 professionals who formally follow over 4,500 stocks and directly manage over US$100 billion of client assets. He also chairs the firm’s Compensation Committee and is a member of the Incentive Compensation Committee, Hedge Fund Review Group, and Research Equity Review Group (ERG2). Mark was named to his current role in 2002 after eight years as a global industry analyst covering non-bank financial services. Before joining Wellington Management in 1994, he worked in the corporate finance group at Advest, Inc., a Hartford-based brokerage firm. He earned his MBA from Dartmouth College (Tuck), where he was named an Amos Tuck scholar. He received his BA in economics from Bates College. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Cheryl M. Duckworth | Portfolio Manager | 2008 | 2014 |
Biografia | Cheryl is the associate director of Global Industry Research, an investment group comprising senior fundamental research analysts and the various functions that support bottom-up analyses, stock picking, and investment across a universe of publicly traded equity securities. In this capacity, she helps lead a management team responsible for nearly 100 professionals who track more than 4,500 stocks and directly manage more than $100 billion of client assets. She also oversees the firm’s suite of diversified and sector analyst-managed investment approaches and acts as a representative for these products with clients and prospects. In 2013, Cheryl moved to Asia to oversee the firm’s equity investment resources across the region. In addition, she oversees the operation of the Singapore office in her capacity as head of Wellington Management Singapore Pte Ltd, the Singapore-based affiliate of Wellington Management Company LLP. Prior to joining Global Industry Research in 2003, Cheryl was the director of International/Global Equity Product Management, working with investment groups to design and develop international and global equity products. Before joining Wellington Management in 1994, she gained experience in the investment industry at Massachusetts Financial Services (1988 – 1992). Cheryl received her MS from the Massachusetts Institute of Technology (Sloan, 1994) and her BA in economics and art history, cum laude, from Duke University (1988). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute. |
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