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Name | Title | Since | Until |
---|---|---|---|
Alex Shingler | Managing Director | 2015 | 2020 |
Biography | Alex Shingler, CFA, Managing Director and portfolio manager, is a member of BlackRock's Multi-Asset Strategies group. Prior to his current role, Mr. Shingler served as a research analyst and portfolio manager within European and US Credit Strategies. Before joining BlackRock in 2009 in London, Mr. Shingler was Head of European Research at R3 Capital Partners and its predecessor. From 1999 to 2007, Mr. Shingler was with Seneca Capital Advisors, focusing on special situation equity and debt investments. He began his career as ananalyst with J.P. Morgan. Mr. Shingler earned an AB degree, summa cum laude, in philosophy from Princeton University. | ||
Justin Christofel | Director | 2015 | 2020 |
Biography | Justin Christofel, CFA, CAIA, Managing Director and portfolio manager, is a member of the BlackRock Multi-Asset Strategies group. Prior to the launch of the Income strategies, Mr. Christofel managed customized asset allocation portfolios for institutional investors. He also managed volatility control strategies, and a multi-asset real return portfolio. Mr. Christofel joined Blackrock in 2007 from Oliver Wyman, a consulting firm specializing in financial services. His projects spanned from retail banking to structured finance. Mr. Christofel graduated from Yale University with a BA degree, with honors, in economics and mathematics. | ||
Michael Fredericks | Managing Director | 2015 | 2020 |
Biography | Michael Fredericks, Managing Director, is head of Income Investing for the Blackrock Multi-Asset Strategies group and lead portfolio manager for the Multi-Asset Income, Global Multi-Asset Income, Dynamic High Income, and Managed Income funds. Mr. Fredericks joined BlackRock in 2011 from JPMorgan Asset Management where he was an Executive Director and portfolio manager in the Global Multi-Asset Group (GMAG) responsible for retail asset allocation solutions. At JPMorgan he co-managed the JPMorgan Diversified Fund and the JPMorgan Income Builder Fund, and served on the GMAG New York investment committee. Previously he was an equity analyst responsible for global consumer discretionary stocks at Nicholas Applegate Capital Management. Mr. Fredericks holds a B.A. in Economics and History from the University of California, Berkeley and an M.P.I.A. from the Graduate School of International Relations and Pacific Studies at the University of California, San Diego. He regularly contributes to financial news media and has been featured in print and broadcast outlets including the Wall Street Journal, Financial Times, Associated Press, CNBC and Bloomberg TV, among others. | ||
Lutz-Peter Wilke | Director | 2015 | 2015 |
Biography | Lutz-Peter Wilke is a member of Wellington Management’s Global Multi-Asset Strategies Group, which is responsible for developing and managing multi-asset portfolios as well as outcome-oriented investment solutions. In addition to working on new product launches, Peter manages several portfolios for clients in different regions with a particular focus on income-generating asset classes. His investment philosophy involves blending thematic and quantitative insights in order to meet clients’ investment objectives. He is also working with researchers on his team to develop an investment platform that will allow clients to customize his investment approach according to their risk/return and income preferences. Prior to joining Wellington Management in April 2015, Peter was a member of the Multi-Asset Portfolio Strategies Group at BlackRock (formerly Merrill Lynch Investment Managers) where he spent 10 years as a portfolio manager and macro researcher in London and New York (2005 – 2015). He was responsible for the equity and commodity allocations across his team's book of business and was a portfolio manager on their flagship mutual fund, BlackRock Multi-Asset Income. He was a co-manager on many other approaches, including mandates focusing on Global Tactical Asset Allocation, and he also headed up the group’s Global Research team. He started his professional career at Deutsche Bank (1999 – 2001) before joining Merrill Lynch Investment Managers in the UK in 2005. Peter earned a BSc degree, with honours, in international economics from Nottingham University in 2004 and an MSc degree in economics and finance from Warwick Business School in 2005. | ||
Michael E. Stack | Senior Managing Director | 2014 | 2015 |
Biography | Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. | ||
Mammen Chally | Portfolio Manager | 2014 | 2015 |
Biography | Mammen Chally is the Portfolio Manager providing model portfolio advice for the Hartford Core Equity SMA. He is the leader of Wellington Management’s Disciplined Equity investment team and manages portfolios focusing on US equities. Mammen also has significant experience in portfolio risk management and development of derivative strategies and quantitative research. He is also a member of the Wellington Trust Company, NA Trust Investment Committee. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
Daire T. Dunne | Director | 2012 | 2015 |
Biography | Mr. Dunne, Director and Asset Allocation Strategist affiliated with Wellington Management and located outside the U.S., joined the firm as an investment professional in 2008. Prior to joining Wellington Management, he was a portfolio manager at J.P. Morgan Asset Management in London and New York from 2000-2008. | ||
Glen M. Goldman | Portfolio Manager | 2011 | 2015 |
Biography | Mr. Goldman joined Wellington Management as an investment professional in 2007. | ||
Evan S. Grace | Director | 2006 | 2015 |
Biography | Mr. Grace is vice president and director of asset allocation research of Wellington Management, his employer since 2003. He joined Wellington Management as an investment professional in 2006. Since 2007, he became vice president and senior portfolio manager of U.S. Equities. | ||
John C. Keogh | Senior Vice President | 1994 | 2015 |
Biography | John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979). |
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