
Por favor, tente outra busca
Nome | Título | Desde | Até |
---|---|---|---|
David A. Siegle | Investment Professional | 2017 | Agora |
Biografia | David Siegle has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2008. Mr. Siegle joined Wellington Management as an investment professional in 2001. David received a BA from Amherst College in 2001. He holds the Chartered Financial Analyst designation. | ||
Douglas W. McLane | - | 2017 | Agora |
Biografia | Doug is an equity portfolio manager on the Disciplined Equity Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Brand Power and Disciplined Total Return Growth approaches. Additionally, he conducts fundamental analysis on equity investments, focusing on the consumer, industrials, and materials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Boston office. Prior to joining Wellington Management in 2011, Doug worked as a portfolio manager at Samlyn Capital (2009 – 2011) and as an analyst at Sirios Capital Management (2003 – 2009). Before earning his MBA, he held a variety of positions at Kozmo.com (1999 – 2001) and The Carson Group (1996 – 1999). Doug earned his MBA from the Kellogg School of Management at Northwestern University (2003) and his BA in history from Princeton University (1996). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute. | ||
Mammen Chally | Portfolio Manager | 2009 | 2024 |
Biografia | Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, has served as portfolio manager since 2010 and has been involved in portfolio management and securities analysis since 1998. Mr. Chally joined Wellington Management as an investment professional in 1994. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
David J. Elliott | Senior Managing Director | 2010 | 2018 |
Biografia | David J. Elliott, CFA, FRM, Senior Managing Director, Co-Director of Quantitative Investments, and Director of Quantitative Portfolio Management. As director of portfolio management for the Quantitative Investment Group (QIG), David is responsible for overseeing the investment processes for QIG's global suite of products. He oversees the development of the group's portfolio construction platform and related analytical tools. He also contributes to research, particularly in the areas of portfolio construction and risk management. He has done extensive work on the development of the firm's global managed volatility strategies. David also collaborates with investors outside of QIG to deliver quantitative risk management tools and insights. Additionally, David is the lead portfolio manager on the Total Return Intersection product. The approach combines fundamental and quantitative inputs globally with the objective of maximizing risk-adjusted returns on an absolute basis. Prior to joining Wellington Management in 1995, David served as an independent information technology consultant to health care and financial service firms, focusing on applying business intelligence techniques to large databases. David received dual BS degrees in mathematics and computer and information sciences, Phi Beta Kappa, from the University of Massachusetts at Amherst (1989). Subsequently, he was admitted to the doctoral program at the Massachusetts Institute of Technology and completed all but his dissertation in the field of computational neuroscience. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. He is also certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). | ||
Kurt Cubbage | Vice President | 2009 | 2010 |
Biografia | Kurt Cubbage, CFA – Kurt is a Vice President and Senior Portfolio Manager on the Multi-Discipline Equities Team. Prior to joining the firm in 2005, Kurt was Senior Portfolio Manager for an opportunistic equity strategy and large cap, mid cap and small cap equity strategies at ING Investment Management. Previously Kurt was at Cambridge Associates. He received his BA in Mathematics from Wesleyan University, his BS in Applied Mathematics from the California Institute of Technology, and his MS in Applied Mathematics from the University of Washington. | ||
Hugh T. M. Whelan | Executive Vice President | 2006 | 2010 |
Biografia | Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation. | ||
David J. Elliott | Senior Managing Director | 2001 | 2010 |
Biografia | David J. Elliott, CFA, FRM, Senior Managing Director, Co-Director of Quantitative Investments, and Director of Quantitative Portfolio Management. As director of portfolio management for the Quantitative Investment Group (QIG), David is responsible for overseeing the investment processes for QIG's global suite of products. He oversees the development of the group's portfolio construction platform and related analytical tools. He also contributes to research, particularly in the areas of portfolio construction and risk management. He has done extensive work on the development of the firm's global managed volatility strategies. David also collaborates with investors outside of QIG to deliver quantitative risk management tools and insights. Additionally, David is the lead portfolio manager on the Total Return Intersection product. The approach combines fundamental and quantitative inputs globally with the objective of maximizing risk-adjusted returns on an absolute basis. Prior to joining Wellington Management in 1995, David served as an independent information technology consultant to health care and financial service firms, focusing on applying business intelligence techniques to large databases. David received dual BS degrees in mathematics and computer and information sciences, Phi Beta Kappa, from the University of Massachusetts at Amherst (1989). Subsequently, he was admitted to the doctoral program at the Massachusetts Institute of Technology and completed all but his dissertation in the field of computational neuroscience. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. He is also certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). | ||
Doris T. Dwyer | Vice President | 2001 | 2009 |
Biografia | Dwyer is a vice president and equity portfolio manager of Wellington Management. She is also involved in portfolio management and securities analysis of the portion of the fund's assets managed by Wellington Management. Ms. Dwyer joined Wellington Management as an investment professional in 1998. | ||
James A. Rullo | Senior Vice President | 2001 | 2006 |
Biografia | Rullo is senior vice president at Wellington Management Company, his employer since 1994. He served previously as a manager of global investments with PanAgora Asset Management since 1989. Prior to that, he spent two years as manager of asset allocation with PanAgora. Rullo holds the Chartered Financial Analyst designation. | ||
Michael J. Romanowski | Senior Portfolio Manager | 2000 | 2001 |
Biografia | Romanowski has been a portfolio manager with Fortis Advisers since March 1998. Prior to joining the firm, he was a senior portfolio manager with Value Line from 1995 to 1998, and he spent seven years as a senior vice president with Monarch Capital. Romanowski holds the Chartered Financial Analyst designation. |
Tem certeza de que deseja bloquear %USER_NAME%?
Ao confirmar o bloqueio, você e %USER_NAME% não poderão ver o que cada um de vocês posta no Investing.com.
%USER_NAME% foi adicionado com êxito à sua Lista de bloqueios
Já que acabou de desbloquear esta pessoa, você deve aguardar 48 horas antes de bloqueá-la novamente.
Diga-nos o que achou desse comentário
Obrigado!
Seu comentário foi enviado aos moderadores para revisão