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Name | Title | Since | Until |
---|---|---|---|
Nicholas J Petrucelli | Portfolio Manager | 2021 | Now |
Biography | As a portfolio manager, Nick is responsible for developing and managing multi-asset opportunistic and inflation hedging portfolios. Nick’s investment philosophy is contrarian in nature, and combines the discipline of systematic frameworks with long-term thematic research and fundamental insights from across Wellington’s investment platform. In addition, Nick has a background in Strategic Asset Allocation and is the author of numerous research papers on portfolio construction and thematic/macro investment opportunities. | ||
Brian M. Garvey | Senior Managing Director | 2010 | Now |
Biography | Brian M. Garvey Managing Director and Portfolio Manager. Managed the fund since 2020. Joined Wellington Management in 2007。 As a portfolio Senior 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). | ||
Scott M. Elliott | Senior Managing Director | 2010 | 2022 |
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). | ||
David Chang | Portfolio Manager | 2015 | 2021 |
Biography | David Chang, CFA, Senior Managing Director and Commodities Portfolio Manager of Wellington Management. Mr. Chang joined Wellington Management as an investment professional in 2001. | ||
Jay Bhutani | Director, Portfolio Manager | 2010 | 2017 |
Biography | Jay Bhutani, Director and Natural Resources Portfolio Manager affiliated with Wellington Management, has been a portfolio manager for the Natural Resources Equity component of the Fund since its inception in 2010 and for other clients of the firm for the past four years. Mr. Bhutani joined Wellington Management as an investment professional in 2007. Prior to joining Wellington Management, Mr. Bhutani was an investment professional with Credit Suisse Asset Management (2002 to 2007). | ||
Lindsay Thrift Politi | Vice President | 2010 | 2015 |
Biography | Lindsay Politi, Vice President and Fixed Income Portfolio Manager, is the Portfolio Manager. Lindsay is a fixed income portfolio manager and a member of the US Interest Rate Investment Team, where she specializes in TIPS and inflation-linked bond investing. In addition to managing Wellington Management's dedicated US TIPS and global inflation-linked bond portfolios, she makes inflation-linked investment recommendations for portfolios across the Fixed Income Group. Lindsay joined Wellington Management in 2000 to work with the Global Bond Team and transferred to the Core Bond Strategy Group in 2002. Lindsay received her MS in finance from Boston College (Carroll, 2005) and her BA in economics from Wellesley College (2000). |
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