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Name | Title | Since | Until |
---|---|---|---|
Adam G. Fraser | - | 2018 | Now |
Biography | Adam G. Fraser, CFA, Managing Director and Multi-Asset Analyst of Wellington Management. Mr. Fraser joined Wellington Management as an investment professional in 2014. Prior to joining Wellington Management, Mr. Fraser was an investment professional with Transom Capital Group (2008-2014) and McKinsey & Co. (2005-2007). | ||
Brij S. Khurana | - | 2017 | Now |
Biography | Brij S. Khurana Managing Director and Portfolio Manager Brij is a portfolio manager within Investment Boutiques. He manages global total return and unconstrained fixed income portfolios. Prior to joining the firm, Brij was a senior vice president and portfolio manager at Pacific Investment Management Company (PIMCO), where he managed core, unconstrained, and multi-credit fixed income portfolios. He started his professional career trading structured products at Goldman, Sachs & Co. Brij received his MBA from Harvard Business School (2011) and a BA in economics from Princeton University (2007), with honors. | ||
Brian M. Garvey | Senior Managing Director | 2010 | Now |
Biography | Brian M. Garvey Senior Managing Director, Partner, and Portfolio Manager As a portfolio manager, Brian contributes to the active multi-asset research effort, with a particular focus on currencies and global fixed income markets. Before joining Wellington Management in October 2007, Brian was the North American head of macro research at State Street Global Markets. Prior to State Street, he was a fixed income research analyst at Standish, Ayer & Wood, and a senior currency strategist for I.D.E.A. He started his professional career at the US Bureau of Labor Statistics as an economist. Brian received a BA in economics from Colby College (1991) and an MBA concentrating in finance/economics from Boston University (1998). | ||
Mark T. Lynch | Senior Vice President | 2015 | 2019 |
Biography | Mark is a senior vice president and global industry analyst, and also is sector team leader for Wellington’s Finance Team. He also serves as a portfolio manager, with responsibilities including two global hedge funds, global finance sector portfolios, and multi-asset strategies. Education A.B., Harvard College Experience Joined Wellington Management in 1994 Began career in 1984 | ||
Scott M. Elliott | Senior Managing Director | 2010 | 2017 |
Biography | Scott M. Elliott, Senior Managing Director and Multi-Strategy Portfolio Manager. Scott is a portfolio manager within the Asset Allocation Strategies Group. He manages inflation hedge and unconstrained active asset allocation portfolios for mutual fund sponsors and institutional clients around the world and researches long-term structural investment themes. Prior to joining Wellington Management in 1994, Scott worked at Callan Associates where he was the head of Quantitative Consulting (1990 — 1993). Scott received his MS in economics and statistics from the University of Illinois (1989) and his BA in economics and sociology, with honors, from Illinois State University (1985). | ||
Stephen A. Gorman | Senior Managing Director | 2010 | 2015 |
Biography | Stephen A. Gorman, CFA, Senior Managing Director, Director, Tactical Asset Allocation, Global Multi-Asset Strategies Group, and Portfolio Manager. Steve is the director of the Tactical Team within the Asset Allocation Strategies Group and a portfolio manager focusing on our Global Managed Risk and Multi-Asset Absolute Return portfolios. Prior to joining Wellington Management in 2008, Steve worked as chief investment officer and director of research at 2100 Capital Group (2004 — 2008). Before that, he held a variety of positions, including co-head of Asset Allocation with Putnam Investments (1994 — 2003). Before joining Putnam, Steve held financial analyst positions at Pell Rudman, Applied Economics, and Investment Dealers' Digest. Steve earned his MBA, high distinction, from Dartmouth College (Tuck, 1994) and his BA in economics, magna cum laude, from College of the Holy Cross (1989). He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Steve is a member of the Chicago Quantitative Alliance as well as the Research Review Team for the Research Foundation of CFA Institute. Additionally, he has authored or co-authored a number of articles on asset allocation-related topics. |
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