Meet Our People

Andrea, Global Industry Analyst

MBA, University of Chicago

Coming right out of business school, I knew equity research would be my career. Wellington Management is one of the few investment firms I found with the structure in place for a long-term career in research. Analysts here are highly regarded; we have access to tremendous resources, and we put our ideas to work directly as portfolio managers in a number of portfolios. Some of the most senior professionals here are career analysts who've covered the same industry for decades.

At Wellington Management, the entrepreneurial culture allows me to develop my own methods for valuing stocks and generating models. Even though this is a large company, it can feel small and personal. I am able to discuss, and often debate, my ideas directly with portfolio managers and others in a collegial, comfortable environment.

Wellington Management is a great place to start a career in research because of the long-term view the firm takes with new hires: you are given time to start producing results, and this allows you to build confidence, take some risks — and even make a few mistakes — as you develop your style.

Meet Our People:

Investment Professionals

Andrea
Global Industry Analyst
Frank
Equity Portfolio Manager
Frank
Quantitative Analyst
Jason
Global Industry Research Associate
Jeremy
Global Industry Research Associate
Valerie
Fixed Income Portfolio Manager

Business Professionals

Alexandra
Director, European Financial Intermediaries Group
Belinda
Legal Counsel
Daniel
Business Development Manager
Lucinda
Director, Global Financial Intermediaries Group
Tara
Compliance Manager
Patrick
Business Manager
Rama
Dir, Enterprise Delivery Center