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Name | Title | Since | Until |
---|---|---|---|
Stephen A. Gorman | Senior Managing Director | 2013 | Now |
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. | ||
Richard A. Wurster | CEO | 2013 | 2016 |
Biography | Rick A. Wurster, CFA, CMT, Vice President and Asset Allocation Portfolio Manager. Rick is a portfolio manager in the Asset Allocation Group. He manages several multi-asset strategies. These strategies include Wellington Management's lifecycle products, as well as unconstrained tactical asset allocation products that Rick manages using both fundamental and technical analysis. Finally, he assists clients with long-term investment strategy. Prior to joining the Wellington Managementin 2006, Rick was an associate principal with McKinsey & Company (2000 — 2006). At McKinsey, Rick led consulting projects for the senior management of plan sponsors, asset managers, and other financial institutions. Rick was a frequent speaker at asset management conferences and events, and published several articles on the asset management industry. Prior to McKinsey, Rick worked for the private equity practice of Bain & Company (1998) and for a small economic consulting firm (1995 — 1998). Rick earned his MBA from Dartmouth College (Tuck, 2000) and his BS in economics, magna cum laude, from Villanova University (1995). Additionally, he holds both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He is a member of CFA Institute, the Boston Security Analysts Society, and the Chartered Market Technician Association. |
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