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Sast Sa Wellington Strategic Multi-asset Portfolio Class 1 (0P00003BKS)
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9.370
+0.010
+0.11%
28/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 12.06M
Anchor Series Trust Strategic Multi-Asset Portfoli
9.370
+0.010
+0.11%
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0P00003BKS Overview
On this page you'll find an in-depth profile of Sast Sa Wellington Strategic Multi-asset Portfolio Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P00003BKS among other information.
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United States
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United States
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Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tara Connolly Stilwell | Senior Managing Director | 2023 | Now |
| Biography | Tara Connolly Stilwell, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, is involved in portfolio management and securities analysis for the Hartford International Opportunities Funds. Tara is a portfolio manager on the International/Global Opportunities team. She contributes to the management of global and non-US equity portfolios, including the firm's International Opportunities, International Horizons, Global Opportunities and Global Horizons products. Prior to joining Wellington Management in 2008, Tara was as a portfolio manager with Goldman Sachs Asset Management International, where her responsibilities included the management of concentrated and diversified European Equity portfolios (1997 — 2007). She also served as portfolio manager at Goldman Sachs Asset Management International. Prior to this, Tara was an analyst in Goldman Sachs' investment banking division (1994 — 1997) and was a consultant at the Wharton Small Business Development Center (1993 — 1994). Tara received a BS in economics from the Wharton School and a BA in history from the University of Pennsylvania (1994). She holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. | ||
| Martin Harvey | Vice President | 2023 | Now |
| Biography | Martin Harvey, CFA, Vice President and Fixed Income Portfolio Manager with an affiliate of Wellington Management,has been involved in portfolio management since 2017 and securities analysis since 2016.Previously, Mr. Harvey served as a fixed income portfolio manager at Columbia Threadneedle Investments (2006 to 2016). Before joining the Wellington Management, Martin worked for HSBC as a research assistant to the Chief Economist. Prior to joining Wellington Management in 2014, Mr. Henry worked as a partner and portfolio manager at Tandem Global Partners (2012 to 2014), a New York-based hedge fund. Prior to that he was an executive director and proprietary trader in emerging markets at JPMorgan (2004 to 2012), specializing in relative value and arbitrage in rates and currencies. He graduated in 2006 from the University of Bath with a First Class BSc (Hons) in Economics and also holds the Chartered Financial Analyst designation. | ||
| Edward L Meyi | Portfolio Manager | 2020 | Now |
| Biography | Edward Meyi, FRM, Managing Director and Fixed Income Portfolio Manager. He manages global fixed income portfolios for clients worldwide, including central bank, sovereign wealth fund, pension fund, and mutual fund clients of the Wellington Management Company LLP. Prior to joining the firm in 2002, Ed worked at Putnam, BlackRock, Scudder Kemper, and Investors Bank & Trust. Ed earned his BA in history from Middlebury College (1996) and is certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM). | ||
| Nicolas M. Choumenkovitch | Analyst | 2000 | Now |
| Biography | Nicolas M. Choumenkovitch, Senior Managing Director and Equity Portfolio Manager of Wellington Management. As the lead equity portfolio manager for the International/Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products. Mr. Choumenkovitch joined Wellington Management as an investment professional in 1995. Prior to joining Wellington Management in 1995, Nicolas was an associate with C.S. First Boston's affiliate in Buenos Aires, Argentina (1993 — 1995) and a financial analyst with The Bank of New York in New York City (1987 — 1990). Nicolas received his MBA from the University of Virginia (Darden, 1992), and his BA in economics from Occidental College (1986). | ||
| Mark H. Sullivan | Senior Vice President | 2015 | 2023 |
| Biography | Mark H. Sullivan, CFA, CMT, Senior Managing Director and Fixed Income Portfolio Manager, has served as the Portfolio Manager of the portion of the International Fixed Income Fund's assets allocated to Wellington Management since 2017. Mark joined Wellington Management in 1999 as a project analyst in Global Relationship Management before becoming a quantitative analyst in the Fixed Income Group. Mr. Sullivan has been a member of the Global Bond team since 2002. He has been an investment professional since then. Mark received his BA from Colgate University (1999). In addition, he holds the Chartered Financial Analyst and Chartered Market Technician designations. | ||
| Daire T. Dunne | Director | 2012 | 2019 |
| 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. | ||
| Evan S. Grace | Director | 2006 | 2016 |
| 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. | ||
| Robert L. Evans | Director | 1998 | 2015 |
| Biography | Robert L. Evans, Director, Partner, and Fixed Income Portfolio Manager. Bob is a fixed income portfolio manager and chair of Wellington Management's Global Bond Strategy Group. Prior to joining Wellington Management in 1995, Bob was a global fixed income portfolio manager for PIMCO in Newport Beach, California (1991 — 1995). Before that, Bob worked for Lehman Brothers (1985 —1990), Citibank (1981 — 1983), and Brown Brothers Harriman (1980 — 1981). Bob received his MBA from Dartmouth College (Tuck, 1985) and his BA in economics, magna cum laude, from Duke University (1980). | ||
| Stephen C. Mortimer | Senior Vice President | 2007 | 2011 |
| Biography | Stephen Mortimer, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management. His primary responsibility is managing equity multi-cap and mid-cap growth portfolios. He draws on research provided by the firm's regional and global industry analysts as well as his own fundamental analysis. Steve also utilizes his expertise in consumer and technology stocks to support other portfolios managed by the Growth Opportunities Team. Prior to joining the firm in 2001, Steve previously worked at Vinik Asset Management in Boston, where he was an equity analyst responsible for the software and retail sectors (1998 — 2000). Prior to that, he worked as a research analyst at Colonial Management (1997 —1998) and at Standish, Ayer, and Wood (1996). Steve received his MBA from the University of Rochester (Simon, 1997). He also received his BA, cum laude, in economics from the University of Rochester (1995). | ||
| John R. Roberts | vice president and equity Portfolio Manager | 1998 | 2010 |
| Biography | Roberts is vice president and equity portfolio manager, is responsible for portfolio management and securities analysis. Roberts joined Wellington Management as an investment professional in 1994. | ||
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